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

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

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

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