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Heritage Family Offices Overview

Type

Multi Family Office

Year Founded

2018

General Information

Heritage Family Offices is a multi-family office headquartered in Scottsdale, United States. Founded in 2018, the firm combines tax, legal, investment and insurance expertise to serve affluent families with integrated wealth management, estate planning and risk mitigation strategies. Its multidisciplinary team of CPAs, attorneys and advisors constructs diversified portfolios, emphasizes strategic tax planning and oversees asset preservation for entrepreneurs, executives and high-net-worth individuals.

Contact Information

Website:
https://heritagefo.com

Year Founded:
2018

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
9841 East Bell Road, Suite 110, Scottsdale, AZ 85260

Portfolio & Notable Allocations

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