HERITAGE FAMILY OFFICES, LLP

Overview

Heritage Family Offices, LLP operates as an independent RIA that positions itself as a multi-service family office and wealth manager for individuals and families. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and institutional consulting capabilities with the ability to select and oversee other advisers and outside managers. Its fee model is a mix of percentage of AUM, fixed fees and performance-based fees, reflecting flexibility in client billing and the capacity to work with high-net-worth households that seek bespoke arrangements. Investment activity shows a clear preference for equities delivered largely through exchange-traded products, supplemented by direct stock positions. The firm acts as a capital allocator — it places client assets into third-party alternative managers (private equity, hedge funds, real estate) and sponsors at least one private fund vehicle itself. Heritage Family Offices, LLP also offers family office-style services and has affiliations that include acting as a sponsor, general partner or managing member of pooled investment vehicles. The adviser does not identify as an active ESG investor and is organized to serve a focused client base rather than a broad, multi-state retail footprint.

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Location & Offices