Family constitution
Put your mission, values, and decision rights on one page — who decides what, and how disagreements get resolved.
For families with $250K–$10M
Your family office, from the kitchen table.
The habits that keep wealthy families together for generations — a written constitution, regular money meetings, a map of every asset, a family bank — packaged as simple templates and short lessons you can run yourself.
20 questions · about 5 minutes · results instantly on this page
The gap
Family offices were built for the ultra-wealthy. The ideas behind them weren't.
~$100M
Net worth where a dedicated single-family office typically starts to make sense.
$50K–$250K
Typical yearly cost of an outsourced or multi-family office for a $10–25M family.
$0
What it costs to start writing things down, meeting on purpose, and teaching your kids.
Most families between $250K and $10M have the same problems as the ultra-wealthy — scattered accounts, unspoken expectations, kids who don't know what's coming, advisors who never talk to each other — but none of the structure. Heirloom Office gives you that structure, without selling you a single financial product.
What's inside
Six instruments of a family office, sized for a household.
Delivered as Notion pages, Google Sheets, and printable PDFs. Each one comes with a short lesson explaining why it matters and how to fill it in.
Meeting cadence
Agendas for a twice-yearly family money meeting and a quarterly check-in, with prompts for every age at the table.
Asset & document map
Every account, policy, deed, and password location in one place — so a spouse or adult child could find it all in an hour.
Family bank ledger
A written policy and simple ledger for loans and gifts to family, with terms, so generosity never becomes resentment.
Next-gen education plan
Age-by-age money milestones for each child, from first allowance to meeting the family's attorney and CPA.
Advisor directory
Your attorney, CPA, and financial professionals on one sheet — with a coordination checklist so they actually talk.
Free · 5 minutes
The Family Office Readiness Scorecard
Twenty questions across six areas. Answer honestly — Yes (2 points), Partly (1), or No (0). Your answers stay in your browser; nothing is sent anywhere.
0 of 20 answered
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Your stage
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Your full report is ready
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Your next steps
Area by area
Educational self-assessment only; not legal, tax, or investment advice. Consult licensed professionals for decisions about your situation.
Pricing
Buy it once. Keep it for generations.
Toolkit
$59 founding price $79
- All 8 modules (Word, Sheets, PDF, Notion)
- Filled-in example family in every module
- Free template updates for v1
Most complete
Toolkit + Course
$197 one-time
- Everything in the Toolkit
- 6 short video modules: “Family Office in 30 Days”
- Facilitator notes for your first family meeting
Coming soon
Family Council
$29 / month
- Monthly live family-meeting workshop
- Ongoing template updates
- Member Q&A sessions
The Toolkit is available now at the founding price. The course and membership are coming soon. See everything in the Toolkit.
Our promise
No insurance, no AUM, no commissions.
Much of the “family wealth” world is a funnel for whole-life policies or assets under management. We don't sell either. We make money one way: selling education and templates you can see before you buy.
- Product-neutral. We never recommend specific investments, policies, or providers.
- No hidden pay. No commissions, referral kickbacks, or percentage-of-assets fees.
- Pros where it counts. Our materials tell you when to bring in a licensed attorney, CPA, or advisor — and help you prepare.
- Your data stays yours. Templates live in your own Notion and Google accounts.
Be first at the table.
Get the launch announcement and a free family-meeting agenda.
Questions
Frequently asked
Is this financial, legal, or tax advice?
No. Heirloom Office is educational. It helps you organize, communicate, and prepare — then points you to licensed professionals for decisions like drafting a will, setting up a trust, or choosing investments.
We're "only" at $300K. Is this for us?
Yes. The toolkit was designed for families from roughly $250K to $10M in net worth. The habits — writing things down, meeting regularly, teaching the next generation — matter at every level.
Do you sell insurance or manage money?
Never. We don't sell insurance, manage assets, or take commissions. Our only products are the toolkit, course, and (coming soon) membership.
What tools do I need?
A free Notion account and/or Google account. Every template also comes as a printable PDF if you prefer pen and paper at the kitchen table.
How long does setup take?
Most families can complete the asset map and hold their first family meeting within a weekend. The course paces the full system over 30 days.
Does the scorecard save my answers?
No. The scorecard runs entirely in your browser. Nothing is stored or sent.