Family Office Services

Expert family office services through our partner, Heritage Family Offices

Heritage Family Offices, LLP

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 have been largely underserved in past decades. Heritage Family Offices is ready to help you spend more time doing what you love.

Expert Family Office Services

Tax Advisory

Managing business taxes demands precision, time, and a high degree of knowledge. The United States has one of the most complicated tax systems globally, and there is a multitude of legal formalities required for calculating a business’ tax liability. Heritage can file your personal and business tax returns and provide professional, timely, and unbiased advice to minimize the effect of taxes on your business.

Personal Financial Planning

A solid plan is critical to long-term viability, and equal attention should be given to your personal financial plan. Your business is likely one of your most significant, most important assets. Therefore, it is vital to understand how your business and personal goals affect one another. Heritage Family Office provides a comprehensive picture of your current finances, financial goals, and any strategies you’ve set to achieve those goals. Gain insight into your finances with expert advisory and a dynamic outlook on your financial future.

Succession Planning

Prepare yourself and your business with Buy-Sell Agreements, Operating Agreements, Bylaws, and associated planning. Heritage Family Office helps you design, improve, and implement effective emergency and long-term succession plans to have the talent supply when needed most.

Entity Structure & Legal Services

Professional entity structure advice and skillful lawyers focused on preserving your wealth. Ensure your business is optimized for taxes and optimally structured for legal protection. Heritage has the advisors to create a plan and the attorneys to execute it. Our lawyers are present in every detail of your financial life, working alongside your CPA and wealth management team to architect legal strategies and solutions that preserve your wealth today and in the future.

Investment Management Services

A united, all-encompassing, multidisciplinary approach to managing your investment portfolio and investment advisory. Investment management services include asset allocation, financial statement analysis, stock selection, monitoring of existing investments, and portfolio strategy and implementation.

"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."

- Heritage Family Offices