# Heritage Family Offices

Heritage Family Offices is a Multi Family Office based in Scottsdale, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** 9841 E Bell Road, Suite 110, Scottsdale, AZ 85260, United States
- **Founded:** 2018
- **Assets under management:** 400-500 (Altss estimate)
- **Website:** heritagefo.com
- **LinkedIn:** https://www.linkedin.com/company/heritage-family-offices-llp/

## Regulatory record

- **CRD number:** 323930
- **SEC file number:** 801-126899
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323930

## About

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.

## Sectors

- Private Equity
- Real Estate
- Philanthropy

## Offices

- Phoenix, AZ, United States

## People

- Ralph Nelson — Partner, CEO
- Michael Frost — Partner, President
- Brent Emch — Director of Wealth Management
- Tyler Karl — Chief Investment Officer

## Related profiles

- [AG Asset Advisory](https://altss.com/profile/ag-asset-advisory)
- [Odyssey 44](https://altss.com/profile/odyssey-44-kusik-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/heritage-family-offices

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology