Family Heritage First is a certified services provider for The Heritage Institute and its highly-trained Certified Wealth Consultants. In that capacity, we work closely with CWCs to develop Vision Statements for their clients.

Personalized Family Vision Statements are based on life reflections that clients share in extensive Guided Discovery interviews with the CWC.

Distilling the interview transcripts into a concise document, the Vision Statement is at the heart of the Heritage process for the family.

Family Heritage First crafts entirely individualized Family Vision Statements, usually three to six pages in length.

They capture key points of the family's history, guiding values, and vision for the future.

Based on the CWC and client's goals, these documents can serve as the foundation for the Family Retreat, or as a work-in-progress which the client and CWC can expand and enhance as they go through the Heritage process. High standards of client confidentiality are maintained in all aspects of our work.

Family Heritage First President Peter Toll is a THI Certified Wealth Consultant.

To learn more about the Heritage Process and what it can offer your clients or your family, contact Peter directly.