Our Services

Wealth Investment & Advisory Services

Heritage Partners acts as your family’s overall advisor and consultant providing independent and unbiased advice on the scope and objectives of a comprehensive investment strategy. This service includes asset allocation for domestic as well as internationally held assets, third party investment manager search, selection and monitoring:

  • Investment Strategy
  • Asset Allocation & Investment Policy Design
  • Investment Manager and Custodian Selection
  • Benchmarking & Review
  • Investment Administration and Reporting
  • Financial Planning
  • Private Banking Relationship Co-ordination
wealth & investment
wealth & investment

Wealth Investment & Advisory Services

Heritage Partners acts as your family’s overall advisor and consultant providing independent and unbiased advice on the scope and objectives of a comprehensive investment strategy. This service includes asset allocation for domestic as well as internationally held assets, third party investment manager search, selection and monitoring:

  • Investment Strategy
  • Asset Allocation & Investment Policy Design
  • Investment Manager and Custodian Selection
  • Benchmarking & Review
  • Investment Administration and Reporting
  • Financial Planning
  • Private Banking Relationship Co-ordination

Family Advisory & Planning Services

Heritage Partners provides an end-to-end consulting, support and advisory service in the creation of your family estate and succession plan as well as provision of a family office service. We help you define your overall objectives, review applicable concepts and assist you and your family throughout to help you manage the all-important ‘family component’, including consideration of any cross-border issues:

  • Family Co-ordination, Governance and Cohesion
  • Wealth Transfer and Succession Planning
  • Business Consulting
  • Prenup/Postnup/Divorce Facilitation
  • Trust/Foundation Services
  • Tax Planning and Compliance
  • Risk Management and Insurance Services
  • Set up of family office
family advisory
family advisory

Family Advisory & Planning Services

Heritage Partners provides an end-to-end consulting, support and advisory service in the creation of your family estate and succession plan as well as provision of a family office service. We help you define your overall objectives, review applicable concepts and assist you and your family throughout to help you manage the all-important ‘family component’, including consideration of any cross-border issues:

  • Family Co-ordination, Governance and Cohesion
  • Wealth Transfer and Succession Planning
  • Business Consulting
  • Prenup/Postnup/Divorce Facilitation
  • Trust/Foundation Services
  • Tax Planning and Compliance
  • Risk Management and Insurance Services
  • Set up of family office

Philanthropy, Community & Giving Back

Heritage Partners also supports families to help develop a plan for your philanthropic aspirations so that they endure beyond your immediate lifetime. This includes:

  •  Goal & Objective Setting
  •  Due Diligence
  • Implementation
  • Assessment of Impact
Philanthropy, Community & Giving Back
Philanthropy, Community & Giving Back

Philanthropy, Community & Giving Back

Heritage Partners also supports families to help develop a plan for your philanthropic aspirations so that they endure beyond your immediate lifetime. This includes:

  •  Goal & Objective Setting
  •  Due Diligence
  • Implementation
  • Assessment of Impact

Family Office Support Services

Heritage Partners also lends a helping hand across a number of administrative areas required to oversee your family’s wealth, properties and other lifestyle assets. From experience, we know that overseeing these aspects can consume a sizeable proportion of ‘family time’:

  • Family Office Administration Services
  • Household Financial Management
  • Co-ordination of Property/Hard Assets Management
  • Personnel Management
  • Concierge Services
  • Secure Document Storage and Management
Family Office Support Services
Family Office Support Services

Family Office Support Services

Heritage Partners also lends a helping hand across a number of administrative areas required to oversee your family’s wealth, properties and other lifestyle assets. From experience, we know that overseeing these aspects can consume a sizeable proportion of ‘family time’:

  • Family Office Administration Services
  • Household Financial Management
  • Co-ordination of Property/Hard Assets Management
  • Personnel Management
  • Concierge Services
  • Secure Document Storage and Management
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