He
Profile Preview — Altss
Heritage Family Offices Overview
Type
Family Office - Multi
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:
Website:
https://heritagefo.com
Year Founded:
2018
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters