Redefining the Family Office

Don't just leave a legacy.
Live it.

Heirloom is the first stewardship platform designed for parents who want to actively manage, gift, and grow their family's future while they're here to see it.

Private beta starting soon. Invitation only.

01

Active Stewardship

Stop waiting for the inevitable. PlanHeirloom helps you organize early distributions, tax-free gifts, and educational funds while you can guide their use.

02

The Teaching Tool

Wealth without wisdom is a burden. Use our structured frameworks to involve your children in financial decisions and philanthropy today.

03

Privacy by Design

Family data is sacred. Your plans, assets, and messages are secured with military-grade encryption, accessible only by you and your chosen stewards.