Heritage Family Offices, LLP

Overview

Heritage Family Offices, LLP is an independent RIA organized as a limited liability partnership and SEC-registered in 2022. The firm positions itself as a capital allocator for individual and family clients, offering a mix of fee models (percentage of AUM, fixed fees and performance-based fees). Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of outside advisers. Heritage also lists accountant and law-firm activities among its business lines and notes roles as sponsor/GP and managing member of pooled investment vehicles, indicating it both sources and operates private investment vehicles in addition to providing advisory services. The firm is not an active ESG investor and is not designated as a multi-state adviser. Its client focus and range of services indicate a family-office orientation: coordinating investment portfolios, running private funds, and integrating tax/administrative support through affiliated professional services.

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Location & Offices