-
Heritage Strategies LLC is an
estate planning multi-family office, whose
foundation originated from comprehensive estate
and business continuity planning, leveraging
our proprietary process and products.Our value add is our experience in High
Net Worth families and their businesses.Heritage Strategies LLC is an
estate planning multi-family office,
whose foundation originated from
comprehensive estate and business
continuity planning, leveraging
our proprietary process and products.Our value add is our experience
in High Net Worth families
and their businesses.
-
What We Do
Heritage currently boasts over 250 families with a cumulative net worth of more than $40bn.
The partners at Heritage have in excess of 60 years’ experience creating innovative solutions
for our affluent families and individuals.
We work closely with our clients most trusted advisors to create a data-driven wholistic
approach to the active management of their estates and businesses, which provides for
reliable planning.What We Do
Heritage currently boasts over 250 families
with a cumulative net worth of more than
$40bn. The partners at Heritage have in
excess of 60 years’ experience creating
innovative solutions for our affluent
families and individuals.
We work closely with our clients most
trusted advisors to create a data-driven
wholistic approach to the active
management of their estates and
businesses, which provides for
reliable planning. -
Simplify Complex Estate & Tax
Planning StrategiesSimplify Complex
Estate & Tax
Planning Strategies -
Provide Actionable Intelligence for
High Net Worth Individuals, Families
& BusinessesProvide Actionable
Intelligence for
High Net Worth
Individuals, Families
& Businesses -
Instill Accountability for
Consistent ExecutionInstill Accountability
for Consistent
Execution -
Leverage the Power of Proprietary
Products to help Mitigate Risk &
Preserve WealthLeverage the Power
of Proprietary
Products to help
Mitigate Risk &
Preserve Wealth -
Evolve with the Ever-Changing
Legal LandscapeEvolve with the
Ever-Changing
Legal Landscape -
Design Custom Solutions to
Mitigate Group Medical and
Employee Benefit CostsDesign Custom
Solutions to
Mitigate Group
Medical
and Employee
Benefit Costs -
Utilize Innovative Concepts to
Enhance Multi-Generation
Planning TechniquesUtilize Innovative
Concepts to Enhance
Multi-Generation
Planning Techniques
MENU