HERITAGE IS BUILT LIKE A FAMILY OFFICE
The Heritage Difference: Wealth Management
What is a Family Office? And why does it matter? Most ultra-high net worth families at some point
hire their own team to manage their wealth. That team serves as their personal “Family Office”, focused on managing the wealth of that specific family. They often hire experts in
Financial Planning, Tax Planning, Real Estate and Private Equity to exclusively manage their wealth.
We are built to deliver that same sophisticated and customized service to you for a fraction of the cost and effort of building out your own team. Our partners enjoyed careers respectively in Financial Planning (CFP), Tax (CPA), Real Estate (both Public & Private), and Private Equity (CFA & CAIA).
Come experience the Heritage Difference for yourself!
THE DIFFERENCE BETWEEN TAX PLANNING & TAX PREPARATION
Clients consistently share that our tax strategies separate us from other advisors. Most people assume that because they use a CPA they have a ‘tax planner’, when really they’ve hired a ‘tax preparer’. We believe Income tax law, Business tax law, and Estate tax law all need to be properly understood and incorporated into your personal financial plan. We can work closely with your CPA to try and ensure you’re only paying your fair share, and that you’re aware of the many tax-efficient options at your disposal.
THE POWER OF PRIVATE INVESTING
Many people share with us their concerns about stock market volatility and public equity risk. We believe private investments, such as direct investments into real estate and into private companies, are a valuable investment option that can help our clients create and preserve their wealth in a diversified manner. Recent data has shown that private (non-publicly traded) real estate, private equity, and private credit, have outperformed their public market peers over long periods of time. However, it has been historically difficult for individual investors to successfully build out a private investment portfolio due to high minimum investment amounts, lack of consistent deal flow, and logistical complexities. We’ve created a simplified and efficient way to participate in private investments as a component of a diversified and balanced portfolio.*
*Most private investments (PI) are only available to Accredited Investors or Qualified Purchasers. PI are only made via private placement memorandum. No solicitation is being made to PI.
INDEPENDENCE: AGENDA-FREE INVESTING
As a Fiduciary and an independent advisor, our primary concern is to make smart investments that will preserve and grow your wealth. Our incentives are perfectly aligned. Sometimes large, institutional advisors can receive internal mandates and incentives that have the potential to influence investment recommendations. We are only concerned with securing the best risk-adjusted returns for you — that’s it.
