Heirloom is an SEC-registered investment advisor that provides a collaborative platform for family wealth management. The company's mission is to simplify how families build and transfer generational wealth by offering tools for joint investing, financial education, and wealth orchestration through legal structures like trusts. By combining technology with financial advisory services, Heirloom aims to make sophisticated wealth management strategies accessible to a broader audience, fostering communication and shared financial goals within families.

Founded in

United States