Company Information

Get to know Heritage Family Offices

Heritage Family Offices is a London-based multi-family office that offers independent and impartial advice to wealthy families. The firm was founded to provide a holistic approach to wealth management, focusing on preserving and growing wealth across generations. Their services extend beyond traditional investment advice to include strategic wealth planning, family governance, succession planning, philanthropy, and corporate finance advisory. By acting as a central coordinator for their clients' financial affairs, they aim to simplify complexity and align all aspects of wealth with the family's long-term vision and values.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Legal Service

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Heritage Family Offices

United States

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.