• The Heritage Group takes on a limited number of select family clients with whom we become intimately familiar, and to whom we are readily available and accountable. We do not approach this business as a commodity.
  
  
• The Heritage Group specializes in multi-generation families and their issues.
  
  
• The Heritage Group focuses on the complex series of human relationships involved in creating, managing and growing the true wealth of a family, including its financial assets.
  
  
• The Heritage Group helps family members to have a greater understanding of their own life philosophy and those of other family members.
  
  
• The Heritage Group has significant experience in facilitating and structuring meaningful communication, measurement, and perpetuation of values from generation to generation.
  
  
• The Heritage Group creates a written plan that will form the historic record of family values, providing continuity and the basis against which the family can measure actions going forward.
  
  

back to top