Heritage Wealth Counselors

Heritage Family Offices, LLP, headquartered in Scottsdale, Arizona, is a multi-disciplinary family office firm focused on asset preservation, financial planning, and investment management through strategic tax planning. They employ disciplined asset allocation, diversification, and risk management to customize portfolios aligned with client goals.

Heritage Growth Partners, founded in 2014 and based in Atlanta, Georgia, is a private family investment office specializing in non-control growth equity investments with owner-managers. The firm focuses on manufacturing, distribution, recycling, and repair services, providing patient capital and strategic support for long-term value creation.

Family Wealth Advisors, based in Herzliya, Israel, is an independent boutique family office providing tailored wealth management services to high-net-worth individuals and families. The firm emphasizes customized advisory solutions based on risk management and market unpredictability principles.

Heritage Capital Group, founded and managed by the Greenberg family, is a US-based investment firm specializing in acquiring and repositioning Class A/B industrial, office, and multi-family properties in over 20 states. The firm has transitioned from a family business with a legacy in residential real estate to a leading player in the commercial real estate sector focused on enhancing asset value and investor returns.

Fiduciary Wealth Partners is a Newton, MA-based investment advisory firm specializing in holistic wealth counseling and integrated wealth planning. With a focus on transparency and simple investment alternatives, they cater to family office governance and liquidity management, serving clients seeking comprehensive financial solutions.

Heritage Group is a fourth-generation family-owned investment firm founded in 1930, primarily focused on the construction and materials, environmental services, and specialty chemicals industries. Based in the Midwest, the firm operates both domestically and internationally, including engagements in China.