• 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 Strategies
    Simplify Complex
    Estate & Tax
    Planning Strategies
  • Provide Actionable Intelligence for
    High Net Worth Individuals, Families
    & Businesses
    Provide Actionable
    Intelligence for
    High Net Worth
    Individuals, Families
    & Businesses
  • Instill Accountability for
    Consistent Execution
    Instill Accountability
    for Consistent
    Execution
  • Leverage the Power of Proprietary
    Products to help Mitigate Risk &
    Preserve Wealth
    Leverage the Power
    of Proprietary
    Products to help
    Mitigate Risk &
    Preserve Wealth
  • Evolve with the Ever-Changing
    Legal Landscape
    Evolve with the
    Ever-Changing
    Legal Landscape
  • Design Custom Solutions to
    Mitigate Group Medical and
    Employee Benefit Costs
    Design Custom
    Solutions to
    Mitigate Group
    Medical
    and Employee
    Benefit Costs
  • Utilize Innovative Concepts to
    Enhance Multi-Generation
    Planning Techniques
    Utilize Innovative
    Concepts to Enhance
    Multi-Generation
    Planning Techniques
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  • What We Do
  • Heritage Benefit Solutions
  • Meet Our Team
  • Community Impact
  • Contact Us
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  • M Financial Member Firm 2019 | Disclaimer

    Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/ SIPC. Heritage Strategies LLC is independently owned and operated. Heritage Strategies LLC is a Member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck

    The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities

    Tracking # 3985052.1