The Power Of One Relationship
OUR MISSION
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future wealth goals. Through intensive research, strategic analysis, and a comprehensive understanding of our clients’ present and future needs, we help our clients thrive today and tomorrow.
The Family Office Experience
Historically, family offices were available only to the world’s ultra-affluent families. Today, by leveraging technology, process improvements, and education, Heritage offers a highly sophisticated family office experience to affluent families who may not be in the “ultra-affluent” category and therefore have been largely underserved in past decades. With offices nationwide, we are here and ready to help you spend more time doing what you love.
Our Services
TAX
LAW
WEALTH
INSURANCE
Who are we?
Heritage Family Offices, LLP is a multi-disciplinary firm comprised of Certified Public Accountants, Attorneys, Financial Advisors, Certified Financial Planners, and Insurance Specialists. Our ultimate goal of helping our clients build and preserve wealth is achieved by collectively focusing on Asset Preservation, Financial Planning, and Investment Management through the common lens of Strategic Tax Planning.