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 & 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 & 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
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
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