Heritage Wealth Counselors
Heritage Wealth Counselors is a multi-family office headquartered in Boonton Township. Founded in 1998, the firm advises affluent families on investment management, estate planning, and lifestyle administration, integrating custodial and reporting solutions...
Heritage Wealth Counselors
Heritage Wealth Counselors is a multi-family office headquartered in Boonton Township. Founded in 1998, the firm advises affluent families on investment management, estate planning, and lifestyle administration, integrating custodial and reporting solutions with a proprietary Family Wealth Protection Process. Its seasoned professionals coordinate tax, legal, and philanthropic advisors to preserve and grow multigenerational capital—delivering comprehensive fiduciary stewardship.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Boonton Township
Corporate office
429 Rockaway Valley Rd. Suite 500 Boonton Township, NJ 07005
Frequently asked questions
What is Heritage Wealth Counselors?
Heritage Wealth Counselors is a multi family office headquartered in Boonton Township.
Where is Heritage Wealth Counselors headquartered?
Heritage Wealth Counselors is headquartered in Boonton Township, in the North America region.
What does Altss track for Heritage Wealth Counselors?
Altss maintains an OSINT-verified profile of Heritage Wealth Counselors 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 Wealth Counselors's website?
Heritage Wealth Counselors's public website is www.heritagewealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Heritage Wealth Counselors?
Heritage Wealth Counselors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Heritage Wealth Counselors?
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.
How fresh is the Altss profile for Heritage Wealth Counselors?
Heritage Wealth Counselors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: