Heritage Family Offices, LLP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Heritage Family Offices, LLP provides discretionary wealth management and family office services to individuals, high‑net‑worth clients, trusts, estates, pooled investment vehicles and charities, managing roughly $423 million in discretionary assets. Its service set includes portfolio management and financial planning as well as family office functions such as estate and succession planning, tax return preparation, bookkeeping and coordination of clients’ professional advisors.
The firm builds tailored investment programs based on each client’s goals, time horizon and risk tolerance and may deploy fundamental, technical and cyclical analysis while using selected sub‑advisors for portfolio implementation. HFO offers consolidated reporting and ongoing reviews, and may recommend alternative and private investments when appropriate after conducting due diligence.
Distinctive aspects of HFO’s business model include operating affiliated entities that sponsor and advise private funds (listed in the brochure as HFO Private Markets, LLC and other affiliated companies) and receiving performance‑based compensation as a general partner in those offerings; assets in the private offerings are audited by a PCAOB‑registered accounting firm. The firm also provides in‑house tax, bookkeeping and payroll services through affiliates and discloses that it may receive external compensation or referral fees related to private offerings, with procedures and disclosures intended to address related conflicts.
Client services
Expertise
Fee options
Family Office Services fixed fee to never exceed $250,000 based on complexity; billed upon completion
Maximum annual fee 2.00% on all assets under management
Performance-based fees from affiliated private funds/offerings as share of net realized income and gains/losses
Fee-only: Family Office Services fixed fee up to $250,000 depending on complexity; ongoing annual fee up to $250,000 charged monthly
Main office
9841 E Bell Rd, Suite 110
Scottsdale AZ 85260
Advisors at this office
4
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tyler K
CFA®, Series 63, Series 65
Scottsdale, AZ
Heritage Family Offices, LLP
Tyler Karl is a CFA® charterholder with nine years of industry experience. He is currently with Heritage Family Offices, LLP, where he has worked since 2025. His prior roles include positions at Fifth Third Private Bank, Juncture Wealth Strategies, LLC, and Heritage Wealth Management, LLC. Heritage Family Offices, LLP provides discretionary wealth management and family office services to individuals, high-net-worth clients, trusts, estates, pooled investment vehicles, and charities, managing approximately $423 million in discretionary assets. The firm offers tailored investment programs and a range of family office functions including estate and succession planning, tax return preparation, and coordination of clients’ professional advisors.
Brent E
Series 63, Series 66
Scottsdale, AZ
Heritage Family Offices, LLP
Brent Emch is a financial advisor with Heritage Family Offices, LLP in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Heritage Family Offices since 2022 and previously held roles at Heritage Wealth Management, Advisors' Pride, Strategence Capital, and LPL Financial. Outside of his advisory work, he is involved with a real estate entity, BJE Properties LLC. Heritage Family Offices, LLP provides wealth management and family office services to individuals, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm offers discretionary portfolio management, financial planning, investment manager selection, and administrative support, employing a mix of fundamental, technical, and cyclical analysis while incorporating alternative and private investments when appropriate.
Brian B
Series 63, Series 66
Scottsdale, AZ
Heritage Family Offices, LLP
Brian Boll is a financial advisor at Heritage Family Offices, LLP with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Heritage Family Offices since 2024, following eight years at Heritage Wealth Management, LLC. Heritage Family Offices, LLP provides wealth management and family office services to individuals, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm offers discretionary portfolio management, financial planning, investment manager selection, and administrative support, using a blend of fundamental, technical, and cyclical analysis along with alternative and private investments when appropriate.
Michael F
Series 66
Scottsdale, AZ
Heritage Family Offices, LLP
Michael Frost is a financial advisor with Heritage Family Offices, LLP in Scottsdale, AZ, holding a Series 66 designation and bringing 17 years of industry experience. He is also the co-owner and CIO of Captivated Financial Group, LLC, and the owner of Frost & Associates, LLC, an insurance agency. Heritage Family Offices, LLP offers wealth management and family office services to individuals, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm provides discretionary portfolio management, financial planning, investment manager selection, and administrative support, employing a combination of fundamental, technical, and cyclical analysis alongside alternative and private investments when appropriate.
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