At Heritage Wealth Advisors, we believe wealth is more than numbers on a page. It is the story of a family: its values, legacy, and impact. For many, significant wealth brings both opportunity and complexity. Investments, taxes, real estate, business interests, and philanthropy each require thoughtful attention in their own right; and together, demand expert coordination.
We bring clarity to that complexity, serving as the conductor who harmonizes every piece so families are supported today and for generations to come.
What Is a Multi-Family Office?
A multi-family office offers the depth and discretion once reserved for single-family offices, serving multiple families with the same level of care and sophistication. Through a comprehensive approach that unites investment management, tax strategy, estate design, philanthropy, and family governance, we become a true partner in stewardship.
Who Benefits From a Multi-Family Office?
A multi-family office is best suited for families, foundations, and institutions whose financial lives extend beyond traditional investment advice. These families often navigate multiple layers of complexity, including business ownership, real estate and private holdings, philanthropic endeavors, generational planning, and tax and estate coordination.
Families best served by a multi-family office often:
- Seek a single, trusted partner to coordinate all aspects of their financial life
- Value privacy and discretion
- Desire continuity and education across generations
- Hold charitable goals and want structured, lasting impact
- Manage complex or illiquid investments
- Want institutional-quality resources delivered personally
When Should Families Consider a Multi-Family Office?
The right time to consider a multi-family office is when wealth has reached a level where traditional advisory models begin to feel fragmented or reactive. This often occurs when:
- Multiple advisors are involved and strategies lack cohesion
- The administrative burden of wealth management outweighs its enjoyment
- The next generation is preparing for stewardship
- Business succession, estate transfer, or liquidity events add new complexity
- The family is ready to shift from short-term decisions to a long-term legacy
In these moments, Heritage serves as a unifying force, aligning people, plans, and purpose so families can focus on what matters most.
The Benefits of a Multi-Family Office
A Central Compass
Families often work with multiple advisors across different disciplines. A multi-family office provides alignment, ensuring decisions are made with confidence and clarity.
Boutique Scale, Institutional Strength
Heritage combines the sophistication of an institutional platform with the attentiveness of a boutique firm, delivering access to robust resources without losing the personal connection.
Stewardship and Continuity
As families grow and evolve, we help ensure their intentions are preserved and their legacy continues seamlessly across generations.
Seamless Integration
Each of Heritage’s six pillars works in concert, transforming separate disciplines into a unified strategy rooted in long-term vision.
Tailored to Each Family’s Story
Every family is unique. We honor that individuality by designing strategies that reflect each family’s values, dynamics, and vision for the future.
The Heritage Advantage
What sets Heritage apart is not only the depth of our expertise, but the way we deliver it. We bring together the capabilities of an institutional platform with the attentiveness of a boutique firm, ensuring every family receives both sophistication and personal connection.
We take pride in serving as both guardian and guide, helping families protect what they have built, enrich it through thoughtful planning, and share it in ways that reflect who they are.
If you are exploring whether a multi-family office is right for your family, our team would be honored to begin that conversation
