Heritage Family Offices is a London-based multi-family office that offers independent and impartial advice to wealthy families. The firm was founded to provide a holistic approach to wealth management, focusing on preserving and growing wealth across generations. Their services extend beyond traditional investment advice to include strategic wealth planning, family governance, succession planning, philanthropy, and corporate finance advisory. By acting as a central coordinator for their clients' financial affairs, they aim to simplify complexity and align all aspects of wealth with the family's long-term vision and values.

Founded in

United States