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Heritage Strategies LLC, an Estate Planning Family Office, offering both proprietary and traditional insurance products, is focused specifically on the active management of our affluent families and individuals’ estate plans and business needs. Our clients’ estates and business needs are managed with the same care, expertise and diligence that our clients apply to their own businesses. 

Contact Us


135 Crossways Park Drive
Suite 402,
Woodbury, NY 11797


B: (212) 485-1536
F: (212) 485-1537

*All mail and overnights to this address

Variable transaction requests cannot be accepted via email. Please contact Heritage Strategies, LLC via telephone to process variable transaction requests.
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