Idea Detail
HeirloomBridge
The Pitch
HeirloomBridge is a governance and succession OS for families who want harmony, not just tax efficiency. Metrical-type clients often realize that once the structures exist, they lack clear decision rules, conflict resolution mechanisms, and engaged heirs. We target $5–$100M family groups with adult children in multiple countries, where generational rifts and unclear expectations are common. The product bundles: - Digital family charter builder with guided prompts (values, decision rights, vetoes, exit options) mapped to local legal reality - A succession runway planner that ties roles, share vesting, and board seats to milestones - Lightweight family council and meeting workflows (agenda templates, resolutions, voting, documentation) - A confidential feedback and pulse tool so younger generations can voice issues early. Revenue comes from annual subscriptions per family governance body plus partner packages for family business consultants. The deep, longitudinal governance data plus content IP forms a trust-based moat that incumbents (private banks, law firms) struggle to build.
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