Our family office services mean that financial planning, succession planning, asset protection, investments and administration are handled by an expert team.

Often families have extensive and disparate business and personal interests and they are looking for professionals to remove the considerable time and worry involved in dealing with the family's affairs.

By using the range of Heritage services, the time and talents of the key family members can be better spent elsewhere. Working with your family's existing trusted advisors we build relationships with you.

 

Key Contacts

Latest News

Estera logo

Estera has acquired Heritage Financial Services Group.

Estera is a leading global provider of fiduciary and administration services. The 
acquisition of Heritage Financial Services Group is central to the expansion of 
our funds service line and also expands jurisdictional choice for our trust and 
corporate clients.

These pages are no longer available but you can find further information on our services 
at www.estera.com

Click the link below or shortly you will be redirected automatically to the Estera website.

See how we can help. 

Contact Us

Download

Please enter a valid email address

Thank you for your request, please click here to download.