HERITAGE
FAMILY OFFICE
HERITAGE FAMILY OFFICE
Wealth Management, Global Structuring, Succession
WHO WE ARE
Heritage Family Office is a boutique global multi-family office advising a select number of international families with regard to wealth management.
Supporting & managing family requirements across their complex financial affairs, from long-term planning, structuring & succession to global investments advisory, professional fiduciary roles, routine transactions and administration.
Drawing upon decades of deep knowledge & experience in investments & capital markets and advising international families facing multifaceted issues & challenges.
Guiding our families with regard to their global investment strategies & sourcing of investment opportunities.
Assisting immigrant families to achieve an efficient financial structure and smooth transition of the management of their international affairs.
FAMILY OFFICE SERVICES
Family Advisory
Advising & assisting with family governance, succession planning and legacy protection as well as structuring of family financial affairs.
Fiduciary & Representation
Executor, Protector, Personal Trustee, Director on boards of companies and co-signatories on bank accounts. Representation in connection with business & investment interests.
Immigration
Accompanying & assisting immigrating families with navigating bureaucracy, financial structuring, service providers and day to day challenges.
Service Providers
Ensuring delivery of services & solutions. Advising on the selection and appointment of service providers & professionals to be engaged with the affairs of the family including legal & tax advisors, trustees, bankers, corporate administrators, investment advisors & managers, insurance specialists and property managers. Negotiating fair & reasonable fees. Co-ordination & implementation of professional advice.
Administration
Catering to preferred level of assistance and tailored to family requirements. Assist with matters & review correspondence relating to inter alia banking, service providers, property management.
Philanthropy
Philanthropic Advisory, Personal Trustee & Oversight