Multi-Family Office

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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 alternative...

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 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

Frequently asked questions

What is Heritage Holdings?

Heritage Holdings is a multi family office headquartered in Richmond, Italy.

When was Heritage Holdings founded?

Heritage Holdings was founded in 2016.

Where is Heritage Holdings headquartered?

Heritage Holdings is headquartered in Richmond, Italy, in the Europe region.

What does Altss track for Heritage Holdings?

Altss maintains an OSINT-verified profile of Heritage Holdings 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 Holdings's website?

Heritage Holdings's public website is www.heritageholdings.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Heritage Holdings?

Heritage Holdings is classified by Altss as a Multi Family Office, operating from Italy within the Europe region.

How does Altss source intelligence on Heritage Holdings?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Heritage Holdings's Altss profile last updated?

Heritage Holdings's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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