Comprehensive Family Office
Services For Legacy-Focused
Families.
Managing the complexities of financial success requires more than traditional wealth management, especially for ultra-high-net-worth families. It demands a comprehensive, integrated approach delivered with discretion.
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Family Office:
Where Stewardship
Meets Strategy
A values-based approach to wealth management.
As we work together, we take a comprehensive view of your portfolio, becoming a trusted source of continuity and guidance for each generation.
We are intimately familiar with where you are now, while also maintaining a big-picture view of the goals we can help you achieve.
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 enable wealth to reflect 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 aim to preserve capital, efficiently pass it to future generations, and align ourselves 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 facilitate 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 are mindful that financial decisions support family values and provide stability for current and future generations.
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 situation and family dynamics
- Comprehensive wealth assessment and identification of potential areas of immediate improvement
- Current advisor review without disrupting relationships
Step Two
Strategic Planning
- Integrated wealth plan development across all five HWA service areas
- Risk assessment and mitigation strategies with current and future tax optimization modeling
- Implementation roadmap with clear priorities
Step Three
Careful Implementation
- Coordinated execution across all service areas, with course corrections as needed
- Regular communication of progress measurement against family goals
- Ongoing relationship building with HWA specialist partners
Step Four
Ongoing Partnership
- Regular strategic reviews with extended family
- Next-generation development and educational programs
- Commitment to continuous improvement based on evolving goals
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 (UHNW) families. It focuses not only on the preservation and growth of assets, but also on how your family’s values are preserved from generation to generation, often by philanthropic means. This partnership provides trusted advisors who can build a bridge between where your family is today and what you want to share with future generations.
How does a Family Office differ from a Multi-Family Office?
A Family Office services a single UHNW family, offering customized financial, investment, tax, estate, and charitable giving guidance that ensures financial goals align with the reputation a family wants to showcase and uphold. A Multi-Family Office (MFO) delivers many of the same services, but to multiple families, allowing them to benefit from a broader knowledge-base, resources, and capabilities without the cost and complexity of maintaining a standalone office dedicated to a single client.
Why should I consider a Multi-Family Office to manage my family’s wealth?
Beyond traditional wealth management, an MFO can educate future generations on how to uphold the discipline and structure necessary to ensure their family’s wealth and values survive in perpetuity. Your time is a precious resource. By partnering with an MFO, your family gains access to a team of legal, tax, investment, and charitable giving in one place.
What is the typical fee structure for a Family Office?
Most MFOs operate on a transparent fee-based model. Fees are often a percentage of total assets under the MFO’s management and decrease as the assets you invest increase. Additional fixed or tiered fees for specialized services such as tax planning, estate coordination, or family governance consulting can apply.
Our Promise to Our Families
Every piece of advice is unbiased. Every interaction honors your privacy.
At HWA, we maintain the highest standards of independence and confidentiality. As your fiduciary, our guidance is impartial and based on your family’s long-term goals. We never receive compensation from third parties for recommendations.
Our Confidentiality Commitment
- No Public Recognition Without Permission
- Selective Information Sharing
- Secure Communications, Always
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 members, empowering them to achieve financial success and wealth conservation through four generations.
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