Heritage Family Offices, LLP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$423,261,650
Total clients
250
32% high-net worth
Total advisors
4
of 13 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
63
Average account size
$1,693,047
About
Heritage Family Offices, LLP provides discretionary wealth management and family office services to individuals, high‑net‑worth clients, trusts, estates, pooled investment vehicles and charities, managing roughly $423 million in discretionary assets. Its service set includes portfolio management and financial planning as well as family office functions such as estate and succession planning, tax return preparation, bookkeeping and coordination of clients’ professional advisors.
The firm builds tailored investment programs based on each client’s goals, time horizon and risk tolerance and may deploy fundamental, technical and cyclical analysis while using selected sub‑advisors for portfolio implementation. HFO offers consolidated reporting and ongoing reviews, and may recommend alternative and private investments when appropriate after conducting due diligence.
Distinctive aspects of HFO’s business model include operating affiliated entities that sponsor and advise private funds (listed in the brochure as HFO Private Markets, LLC and other affiliated companies) and receiving performance‑based compensation as a general partner in those offerings; assets in the private offerings are audited by a PCAOB‑registered accounting firm. The firm also provides in‑house tax, bookkeeping and payroll services through affiliates and discloses that it may receive external compensation or referral fees related to private offerings, with procedures and disclosures intended to address related conflicts.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Private / alternative investments
Fee options
Family Office Services fixed fee to never exceed $250,000 based on complexity; billed upon completion
Maximum annual fee 2.00% on all assets under management
Performance-based fees from affiliated private funds/offerings as share of net realized income and gains/losses
Fee-only: Family Office Services fixed fee up to $250,000 depending on complexity; ongoing annual fee up to $250,000 charged monthly
Main office location
Heritage Family Offices, LLP
9841 E Bell Rd, Suite 110
Scottsdale AZ 85260, United States
Number of offices
1
Most active in
Heritage Family Offices, LLP has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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Website
(602) 775-5400
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