Key facts
- Heritage Family Offices is a family office based in Phoenix, Arizona.
- The team roster lists 1 person.
About Heritage Family Offices
Heritage Family Offices is a family office (multi) based in Phoenix, Arizona. Established in 2018, the firm is a multi-disciplinary firm comprised of Certified Public Accountants, Attorneys, Financial Advisors, Certified Financial Planners, and Insurance Specialists. The firm's goal is helping its clients build and preserve wealth is achieved by collectively focusing on Asset Preservation, Financial Planning, and Investment Management through the common lens of Strategic Tax Planning. The assets of the firm are managed by its executive team.
Registered with the SEC
Form ADV · 2026-03 · CRD 323930- Regulatory AUM
- —
- Private fund assets
- $15.0M
- Private funds
- 1 · 1 private equity
- Staff
- 13
- Registered office
- SCOTTSDALE, AZ
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as HERITAGE FAMILY OFFICES, LLP).
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Portfolio
No portfolio companies for Heritage Family Offices are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.