Founded in 1994, Heritage Trust Company of New Mexico is the state's first and largest independent trust company. It operates as a fiduciary, offering a comprehensive suite of wealth management services tailored to individuals, families, foundations, and endowments. The company's core mission is to help clients protect and preserve their wealth across generations through personalized services, including personal trust and estate administration, investment management, and custody services, without the conflicts of interest often associated with larger banking institutions.

Founded in

United States