For Multi-Family Offices
Your families aren't asking for better returns. They're asking for continuity.
Wealth rarely survives three generations — not because of market failures, but because of governance failures. Heritance provides the human infrastructure you're currently missing.
Governance and Continuity
A portfolio survives markets. A legacy survives people.
Your families have already won the investment game. The question they come to you with isn't 'can you beat the index' — it's 'can you keep my family together after I'm gone?'
Heritance is the only platform that addresses the emotional, educational, and structural layer of generational wealth. From structured family meeting facilitation to Family Constitution drafting tools to a dedicated Heir Stewardship curriculum — we handle the work most firms are forced to improvise.
The Pain
The Solution
Internal Family Conflict
Governance and Education
Heirs unprepared for wealth
Heir Stewardship Curriculum
No structured family process
Family Briefing and Constitution Tools
Third-generation wealth failure
Multi-generational continuity planning
World 1
The Basics
World 2
Investment Fundamentals
World 3
Estate and Legacy
Feature One
The curriculum great family offices wish they had.
The Heir Stewardship Curriculum is a structured 12-module program covering everything the next generation needs — from the mechanics of wealth to the responsibilities of stewardship. Each module ties to a family discussion prompt your office can use to structure real conversations.
- 12 modules across wealth mechanics and stewardship
- Facilitated family discussion prompts per module
- Progress tracking per heir across the program
Household
Attendees
Robert Thornton
Primary Client
Margaret Thornton
Spouse
James Thornton
Heir, 45
Sophia Thornton
Heir, 38
April 2026
Time
Meeting type
Google Meet link will be sent
Briefing Agenda
Pre-built template — 60 min
- 1Welcome and family updates10 min
- 2Portfolio review15 min
- 3Estate planning update15 min
- 4Heir goals and preferences review15 min
- 5Next steps and action items5 min
Feature Two
Structure beats improvisation. Every time.
Heritance provides agenda templates, discussion frameworks, and documentation tools for every stage of a family meeting. From values conversations to succession decisions to charitable giving alignment — the structure is already built.
- Pre-built meeting agendas for every family stage
- Values and vision discussion frameworks
- Documented outcomes per meeting
Across Generations
Great families are not built. They are curated.
Heritance provides the tools the best family offices have quietly used for generations — now systematised, scalable, and visible to every member of the family.
Section 3 of 7
Governance Structure
The Thornton Family will operate under a three-tier governance structure designed to balance continuity with the evolving voices of the next generation.
The Family Council serves as the primary deliberative body. All adult family members are members; all adult heirs become voting members on their 25th birthday.
The Investment Committee advises on portfolio strategy and oversees the relationship with the family's primary advisor.
Continue drafting…
Feature Three
Build the document that holds the family together.
Heritance walks families through drafting their own Family Constitution — the document that codifies values, decision-making, governance, and succession. Most families never write one. The ones that do survive.
- Step-by-step constitution builder
- Template language reviewed by family office counsel
- Living document with version history
The Playbook
Every great family has rituals. Heritance structures them.
The offensive and defensive plays great family offices have always used — now operational.
The Offensive Playbook
Four plays to build continuity by design.
Start the conversation early
The best families begin wealth conversations with children aged 14+. Heritance provides the language and structure.
Make values visible
Every heir completes a values and preferences assessment. The family sees what each member actually cares about.
Schedule the briefings
Quarterly family briefings are table stakes for continuity. Heritance automates scheduling and documentation.
Pass the torch intentionally
The difference between wealth that survives and wealth that doesn't is intentional succession planning. Heritance makes it operational.
The Defensive Playbook
Four plays to protect the family from itself.
Identify misalignment early
Heritance surfaces when heir preferences diverge significantly from current portfolio — a leading indicator of future conflict.
Document every decision
Every family governance decision is logged. No family member can claim surprise when succession happens.
Prepare for the hard conversations
Heritance provides scripts and frameworks for difficult family meetings — unequal inheritance, divorce scenarios, estrangement.
Guard against third-generation drift
Families lose wealth when the third generation doesn't understand what was built. Heritance ensures every generation understands the story.
Unite the family
Conversations become structured. Conflict becomes manageable. Values become shared.
Prepare the next generation
The Heir Stewardship Curriculum turns heirs into genuine stewards.
Preserve across generations
The platform tracks multi-generational continuity over decades.
Ready to hand over more than just assets?
Book a demo and see how Heritance brings structure to generational wealth.