NAPFA Spring 2025 National Conference Speaker

Rodney (Rod) C. Zeeb, JD, HDP™?, Founder & CEO of The Heritage Institute®? and Genacy™?. The Heritage Institute provides training for professionals in addition to Heritage Design Professional®? certification. Genacy works with families multi-generationally directly or in collaboration with their trusted professionals. The Heritage Institute conducts and distributes original research, offers mentoring, coaching, and marketing support for advisors, and provides consulting services directly to individuals and families. Rod has over three decades of experience in estate planning, charitable planning, and heritage design and is recognized internationally for his contributions to the field. Rod is the host of the ‘Trusted Advisor’ podcast, is the author of Beating the Midas Curse and Family Stewardship, co-author of the novel What Matters, and has been quoted in both US and international publications. Rod graduated Summa Cum Laude from Willamette College of Law in 1986, where he was Editor-in-Chief of the Willamette Law Review.