Heritage Strategies LLC is a highly experienced estate planning multi-family office based in Melville, NY. With a strong foundation in comprehensive estate and business continuity planning, they offer innovative solutions for affluent families and individuals, leveraging their proprietary process and products. Their data-driven wholistic approach, in collaboration with trusted advisors, ensures reliable planning for the active management of estates and businesses.
With over 60 years of combined experience, the partners at Heritage Strategies LLC have successfully served more than 250 families with a cumulative net worth exceeding $40 billion. Their expertise lies in simplifying complex estate tax planning strategies, providing actionable intelligence for high net worth individuals, families, and businesses, and designing custom solutions to mitigate group medical and employee benefit costs. They also stay ahead of the ever-changing legal landscape and utilize innovative concepts to enhance multi-generation planning techniques, all while preserving and mitigating risk for their clients' wealth.
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