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Heritage Family Offices
Heritage Family Offices was established in 2018 by Ralph Nelson and Michael Frost. The founders built the firm to combine CPA, legal, and advisory capabilities...
Heritage Family Offices
Heritage Family Offices was established in 2018 by Ralph Nelson and Michael Frost. The founders built the firm to combine CPA, legal, and advisory capabilities for clients who fall below traditional ultra-high-net-worth thresholds. The firm allocates across private equity, real estate, and philanthropic vehicles. It structures portfolios through direct holdings and advisory mandates rather than exclusive fund commitments. Geographic reach centers on North America with primary activity in the United States. No specific portfolio companies or co-investors are named in public materials. The Scottsdale headquarters anchors operations with a secondary office in Phoenix. The team includes fourteen listed professionals spanning tax, legal, and wealth management roles. No dated operational events from the past twenty-four months appear in available records. The firm operates as a limited liability partnership that houses multiple professional licenses under one entity. This structure allows coordinated tax, legal, and investment decisions without external referrals.
General information
Firm type
Multi Family Office
Year founded
2018
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
9841 E Bell Road, Suite 110, Scottsdale, AZ 85260, United States
Additional offices
Phoenix, AZ, United States
Principals
Ralph Nelson
Partner, CEO
Michael Frost
Partner, President
Brent Emch
Director of Wealth Management
Tyler Karl
Chief Investment Officer
Sector focus
Frequently asked questions
What is Heritage Family Offices?
Heritage Family Offices is a multi family office headquartered in Scottsdale, United States.
When was Heritage Family Offices founded?
Heritage Family Offices was founded in 2018.
Where is Heritage Family Offices headquartered?
Heritage Family Offices is headquartered in Scottsdale, United States, in the North America region.
What does Altss track for Heritage Family Offices?
Altss maintains an OSINT-verified profile of Heritage Family Offices covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Heritage Family Offices's website?
Heritage Family Offices's public website is heritagefo.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Heritage Family Offices?
Heritage Family Offices is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Heritage Family Offices?
Altss uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.
When was Heritage Family Offices's Altss profile last updated?
Heritage Family Offices's source record was modified on June 3, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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