Founded in 2008, Heritage Strategies, LLC is a boutique life insurance and estate planning firm based in New York City. As a member of the M Financial Group, they specialize in designing and funding comprehensive estate, business succession, and charitable giving plans for an exclusive clientele of high-net-worth individuals, families, and their advisors. The firm's mission is to provide sophisticated and innovative solutions, primarily utilizing life insurance products to address complex wealth preservation and transfer objectives.

Founded in

United States