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Heritage Holdings
Heritage Holdings is a multi-family office headquartered in Milan. The firm serves ultra-high-net-worth families across Europe, providing access to...
Overview
Heritage Holdings is a multi-family office headquartered in Milan. The firm serves ultra-high-net-worth families across Europe, providing access to alternative investments, private funds, and tailored advisory services. With a focus on privacy and aligned incentives, Heritage Holdings supports clients in managing and preserving wealth across generations—offers comprehensive investment management and advisory solutions for families seeking long-term capital stewardship and strategic financial planning.
General information
Firm type
Multi Family Office
Year founded
2016
Location
Region
Europe
Country
Italy
City
Richmond
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