Heritage Family Offices

Overview

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.