A complete list of active advisors currently associated with Heritage Family Offices, LLP

Warmer can help you find a great advisor at Heritage Family Offices, LLP or one who fits your needs even better.

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.

To learn more about the advisors currently working at Heritage Family Offices, LLP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.