Guides
Practical playbooks for advisors navigating the great wealth transfer.
Short, actionable guides on heir engagement, retention strategy, and next-generation advisor practices.
The Library
Practical, tested, and field-proven.
Every guide in the Heritance library is built from real advisor conversations — the patterns that show up across firms running high-performing heir retention practices, distilled into frameworks any firm can use.
Read them, use them, and tell us what's missing. Every month we publish one more, shaped by what firms on the Heritance platform are actually asking for.
Guide Library
Four guides every firm should read this quarter.
The 10-Question Heir Retention Audit
A self-assessment every firm should run this quarter. Identify your greatest attrition risks in 15 minutes.
Read guidePlaybookHow to Introduce Yourself to Your Client's Heir
A practical framework for the first meeting — what to say, what not to say, and how to make it feel natural instead of contrived.
Read guidePlaybookRunning a Family Briefing That Actually Works
The agenda, the conversation starters, and the follow-up workflow used by firms with industry-leading multi-generational retention rates.
Read guidePlaybookThe Advisor-Heir Age Gap Playbook
When the age gap between advisor and heir exceeds 20 years, retention risk spikes. Here's how to close the gap structurally.
Read guide
The Advisor's Library
Every guide is built from real advisor conversations.
Not theory. Practice.
More Guides Coming
Next up: Family Constitution drafting, heir preference assessments, and multi-generational succession frameworks.
Subscribe to Heritance Insights to get each new guide the week it publishes.
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Built with Advisors
Heritance's guides are co-developed with the firms on our platform.
Real workflows. Real results. Shared openly.
Ready to run the playbooks with real infrastructure?
Book a demo and see how Heritance makes every guide operational across your book.