We are pleased to announce that Bess Butler Brunson, CFP® has successfully completed The Heritage Institute’s rigorous Heritage Design Professional™ (HDP™) certification process.
A Heritage Design Professional partners with a family in their quest to maintain family relationships and protect wealth through generations using a highly strategic set of tools, processes, coaching and gatherings. The Heritage Institute is regarded as the national leader in providing training and support for advisors who work with affluent families who wish to transfer the family’s values along with their wealth through the generations.
The demanding course of study and experience requirements include a multi-year commitment to learn the heritage design academic content, utilize the tools and provide coaching for feedback in order to deliver this valuable service to families.
Research shows that nine out of 10 affluent families will lose their wealth by the end of the third generation. Planning for your family’s future should not focus first and foremost on money. Families must first identify the core values and beliefs that helped them succeed, and then make those values the bedrock of all of their planning.