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Free Heritage Readiness Assessment, Powered by 40 Years of Pattern Recognition

You built it for them.
They're terrified of it.
Let's fix that.

Every creator of wealth fears what it will do to their kids. Every kid fears they won't live up. HeritageMirror.ai gives your family the framework, the language, and the guidance to solve both, before silence becomes the reason it all falls apart.

Built on 40 years of pattern recognition in family wealth transitions. Delivered through AI. Anchored by the HeritageMirror advisory team, led by Kris Kluver, live and virtual, twice a month.

Claim a Founding 500 Seat, Free →
⚡ Founding 500: 472 seats remaining. Converts to $39/mo locked for life after your free year.
$0–124T
largest wealth transfer
in US history, underway now
0%
of wealth lost
by generation two
0%
gone by
generation three
0%
of failures are relational ,
not financial
0%+
of inheritors will change
their parents' advisor
The Real Cause

The money transfers. The family doesn't hold together. And it's not the investments.

Families between $1M and $50M have more complexity than most advisors are equipped to handle, and not enough assets to justify a private family office. The result: the conversations that determine everything never happen.

$0–124T
The wealth transfer is already in motion. Most families are navigating it without a shared language, a common framework, or any infrastructure for the human work that actually determines outcomes.
0%
of the time, wealth is not lost because of bad investments or poor legal structures. It is lost because of silence, conversations that never happened, values that were never named, vision that was never shared.
0%+
of inheritors will change financial advisors, attorneys, and accountants after inheriting. Advisors know this. Most don't have the tools to address the family dynamics that actually drive the decision.
The fix
Clarity of purpose. Decision frameworks. Family charters. A founder's mandate. Peer accountability. The human infrastructure that wealth transfer actually requires, not more legal documents.
What You Get

Three things. One methodology. Every member, every tier.

Not a course. Not a workbook. A complete operating system for the family work that determines whether your wealth survives the next generation.

1
The Tools
Self-service instruments built on the Kluver methodology: the Readiness Mirror, the Balance Wheel, the Letter of Wishes Builder, the Family Values Discovery, the Origin Story Builder, and more. Every tool produces something your family keeps, documents that outlast the conversation that created them.
Tools that leave something behind
2
The AI Kluver Legacy Brain
The methodology with a face and a voice. Routes, interprets, deepens, and connects. Available any hour, every day. Calibrated to the principle that families are stuck, not broken, and designed to sound like Kris is in the room with you, even at 11pm when you need it most.
Always available
3
Real Life Kluver, Office Hours
Twice monthly. Two hours per session. Live virtual sessions, real advisors, real conversations, real member situations, led by Kris Kluver alongside the HeritageMirror advisory team. Not a recording. Not a webinar. Open to every paying member regardless of tier. The only live human touchpoint inside the platform, and the one that makes everything else real.
Twice monthly, every member
Limited Offer

The Founding 500.

For the first 500 members
One full year, free. Then $39/month, locked for life.

Full platform access from day one: every tool, the AI Brain, and every Real Life Kluver office hours session, at no cost for 12 months. After year one, you convert to the founding member rate of $39/month, permanently locked at half the standard price.

Why a year, not a 30-day trial: The Letter of Wishes work takes weeks to do well. The Balance Wheel needs to be retaken to show movement. A year gives the platform time to do what it does. By month six, you've written real Letters of Wishes, attended Real Life Kluver sessions, and built something that matters. When conversion arrives at month twelve, you're not deciding whether to start. You're deciding whether to keep something you already use.

Seats remaining
0
of 500 total. Real cap.
Three Doors. Same Destination.

One message for each person in the room.

The same 40-year pattern recognition. Three very different starting points.

The Wealth Creator
"You spent forty years building this. You deserve to know it will survive you."
Not just financially. As a values system, a family, a legacy that actually means something. HeritageMirror.ai gives you the framework to codify what you've built , and the language to pass it on in a way the next generation can actually receive it.
The Rising Generation
"Someone finally asked what you want."
You've spent your adult life navigating the expectations that came with what your family built. Your parents' advisors weren't built for you. HeritageMirror.ai is the first place that treats you as a person with your own identity, values, and path, not just the next vessel for the legacy.
The Advisor
"Your best clients are aging. Their heirs will fire you. Unless you bring them something new."
More than 70% of inheritors will change advisors after inheriting. Not because you did anything wrong, because you never built a relationship with the next generation. HeritageMirror.ai is the infrastructure that lets you retain your book through the transition and earn a relationship that starts before the money moves.
What Access Looks Like

Start free. Build from there.

The assessment is always free. Founding 500 members get everything free for a year. After that, individual and family rates are built to be accessible, not gated at six-figure thresholds.

Entry Point
Readiness Assessment
Free
No subscription required. No credit card.
  • Self-administered diagnostic (12 questions)
  • Archetype identification, 22 patterns
  • AI-generated personalized report
  • Core strengths, blind spots, clear next steps
  • Balance Wheel snapshot
Founding 500, Free for 1 Year
Then $39/mo locked for life
Individual
Individual Access
$79/mo
Or $790/yr, save 17%. Cancel any time.
No credit card required for the 1st year.
  • All assessment features
  • Full tool library, Letter of Wishes, Balance Wheel, Values Discovery, Origin Story, and more
  • Unlimited AI Brain access, any hour, every day
  • Twice-monthly Real Life Kluver office hours
  • Community access
Claim Founding 500 Access →
Family & Advisor
Family / Advisor
$299/mo
Family (up to 10). Advisor licensing from $5K/yr.
  • Up to 10 family members, all individual features
  • Family-level views and shared documents
  • Family archetype mapping
  • Advisor white-label licensing available
  • Enterprise SSO integration (coming)

The path from afraid to amazing
starts with one question.

15 minutes. Free. 40 years of methodology applied to your specific situation, and a clear picture of the pattern underneath everything your family is navigating.

Claim a Founding 500 Seat →

472 seats remaining in the Founding 500. Seats fill in real time.