Verified 10 Nov 2026
Heritage Family Offices, LLP
Heritage Family Offices, LLP is an Arizona firm of certified public accountants, attorneys, financial advisers and insurance specialists that offers tax, legal, wealth and insurance services. It brings a family office model to affluent families below the ultra-wealthy tier, built around strategic tax planning, and lists a Scottsdale office address. Its Form ADV filed on 10 March 2026 reported $423 million in regulatory assets for 80 clients.
- Type
- Multi-family office
- Location
- Scottsdale, Arizona, United States
- Sectors
- Public equities, Fixed income, Private equity
- Fund size / AUM
- $423M regulatory AUM (Form ADV, filed 2026-03-10)
- Latest fund or filing
- 10 Mar 2026
- Website
- www.heritagefo.com
Contacts on file
For Heritage Family Offices, LLP, the paid file holds: 2 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/323930
- reports.adviserinfo.sec.gov/reports/ADV/323930/PDF/323930.pdf
- heritagefo.com/
- www.heritagefo.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 8 lists
Family offices in the Mountain West (32)Family offices that invest in fixed income (93)US family offices that invest in private equity (111)Family offices that invest in private equity (177)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)