Comprehensive Family Office
Services for Legacy-led
Families.
For ultra-high-net-worth families who have achieved significant wealth, managing the complexities of financial success requires more than traditional wealth management – it demands a comprehensive, integrated approach delivered with absolute discretion.
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Family Office, Where
Stewardship Meets Strategy
A legacy-led approach to wealth management.
Our Family Office clients experience wealth stewardship with a strategic advantage. As we work together to build your legacy, we take a comprehensive view of your portfolio, becoming a trusted source of continuity and guidance for each generation.
Our unique, multifaceted approach to managing legacies for families allows us to touch each aspect of your portfolio, becoming intimately familiar with where you are now, while also seeing the big picture of where we can go, together.
The Five Pillars of Legacy Preservation
Our comprehensive approach addresses every aspect of multi-generational wealth through an integrated framework:
Preserving and growing capital for generations depends on multi-generational portfolio construction that balances long-term growth, risk management across time horizons, and thoughtful liquidity planning for family needs. Values-aligned investment strategies ensure wealth reflects family principles over time.
Effective wealth preservation depends on integrating tax and estate strategies with long-term goals. By carefully coordinating asset transfers, tax planning, and liquidity needs, we help ensure that your capital is preserved, efficiently passed to future generations, and aligned with the family’s broader values and objectives.
Sustaining family wealth and leadership over time depends on strong governance and succession planning. By combining strategic oversight, clear decision-making structures, and alignment with long-term financial goals, we help families preserve capital, maintain values, and ensure a smooth transfer of wealth and responsibility to the next generation.
Building a lasting legacy goes beyond wealth—it includes the impact your family makes on the world. By integrating giving strategies with long-term planning, we help families design philanthropic initiatives that reflect their values, support meaningful causes, and engage multiple generations.
Maintaining a family’s lifestyle across generations requires thoughtful planning of wealth, cash flow, and resources. By aligning spending, liquidity, and risk management with long-term goals, we ensure that financial decisions support family values and provide stability for current and future generations.
Why is legacy-first the best approach for a Family Office?
Traditional wealth management starts with products and returns.
We start with purpose. Our legacy-first approach asks the fundamental questions that shape our every decision:
- What does your family stand for?
- What impact do you want to have on your community and the world?
- How do you want to be remembered?
- What opportunities do you want to create for future generations?
- What family traditions and values must endure?
Only after understanding your vision do we design integrated strategies across all seven pillars of Family Office service.
Download Our Legacy Navigator
What does a Family Office engagement look like with Heritage?
At Heritage Wealth Advisors, we believe true wealth extends far beyond financial assets, it encompasses your family’s values, relationships, impact, and the legacy you’ll leave for generations to come. While others focus solely on investment returns, we begin with your family’s ultimate vision and work backward to create comprehensive strategies that honor what matters most.
Step One
Confidential Discovery
- Private family meetings to understand your complete situation
- Comprehensive wealth assessment across all entities
- Family dynamics evaluation with complete sensitivity
- Current advisor review without disrupting relationships
- Opportunity identification for immediate improvements
Step Two
Strategic Planning
- Integrated wealth plan development addressing all seven service areas
- Family alignment sessions ensuring all voices are heard
- Risk assessment and mitigation strategies
- Tax optimization modeling for current and future years
- Implementation roadmap with clear priorities
Step Three
Careful Implementation
- Coordinated execution across all service areas
- Regular family updates delivered privately
- Course corrections as needed
- Team building with specialist partners
- Progress measurement against family goals
Step Four
Ongoing Partnership
- Annual strategic reviews with full family
- Next-generation development programs
- Legacy building initiatives
- Continuous improvement based on changing needs
What is a Family Office, and why is it the best
solution for my family?
What exactly does a Family Office do?
A Family Office is a comprehensive wealth management approach for ultra-high-net-worth families.
Beyond wealth management, a Family Office engagement creates a culture of continuity in both wealth management and values establishment for subsequent generations. When you partner with a wealth advisor who specializes in Family Office-focused relationships, you get a trusted advisor who is able to see the larger picture of where your family is today and what you want to leave behind.
How does a Family Office differ from a Multi-Family Office?
A Family Office is a comprehensive wealth management structure created to serve a single ultra-high-net-worth family, offering highly customized financial, investment, tax, estate, and lifestyle services.
A Multi-Family Office delivers many of the same services, but to multiple families, allowing them to benefit from shared expertise, broader resources, and institutional-level capabilities without the cost and complexity of maintaining a standalone private office.
Why should I consider a Multi-family Office to manage my family’s wealth?
Beyond traditional wealth management, a Multi-Family Office engagement fosters continuity in both financial stewardship and the establishment of family values for future generations.
By partnering with advisors who specialize in Family Office–focused relationships, your family gains access to a coordinated team that understands the bigger picture, where you are today and what you intend to leave behind, while providing integrated planning, governance support, and long-term strategic guidance.
What is the typical fee structure for a family office?
Fee structures vary depending on complexity and scope of services, but most Multi-Family Offices operate on a transparent fee model.
This is commonly structured as a percentage of assets under management, often combined with fixed or tiered fees for specialized services such as tax planning, estate coordination, or family governance consulting. The goal is to align compensation with the level of service and oversight required, while maintaining clarity and objectivity in advice.
Our Promise to Our Families
Your family’s story is safe with us. Every strategy serves your legacy. Every interaction honors your privacy.
Your family’s estate planning requires not only expertise but absolute discretion. At Heritage Wealth Advisors, we maintain the highest standards of confidentiality in all tax and estate matters. As your fiduciary advisors, we structure every trust, plan every transaction, and recommend every strategy based solely on what best serves your family’s long-term interests. We never receive compensation from outside parties for our recommendations, ensuring our advice remains unbiased and aligned with your goals.
Our Confidentiality Commitment
- No Public Recognition Without Permission
- Selective Information Sharing
- Secure Communications, Always
- Anonymous Capabilities
- Perpetual Confidentiality
See Our Process In Action
In this case study, we demonstrate what multigenerational family planning looks like and highlight how Heritage helped a family achieve a financial plan catered to the needs of multiple generations.
As our client’s portfolio and family expanded, so did our responsibility and relationship with the client’s extended family, empowering them to achieve financial success and wealth conservation through four generations.
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