The premier peer-to-peer network for leaders in family businesses and family offices.
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Heritage is the premier membership organization for leaders preserving and advancing family legacy.
Heritage was founded by family business and family office leaders who understand the unique challenges and opportunities with managing and growing a family legacy.
Heritage offers an authentic space for like-minded ambitious peers to build capability, access knowledge, and share information in a high-trust environment.
Interpersonal dynamics
How to best work with family: communication, resolving conflict, hierarchy
Professionalization
How to orient for future success: risk management, ownership, capital allocation, governance
Transformation
How to evolve in the modern environment: digital transformation, external talent, capital partners
Succession planning
How to transition to the next generation: estate planning, transition management, role definition
Legacy management
How to create collective and individual identity: family office construction, civic and social responsibility, board stewardship, philanthropy
Personal fulfillment
How to succeed as a leader in society: wealth philosophy, dealing with money, privacy, social stewardship
Alternative asset management
How to lead your family business: real estate, private equity, venture capital
We are privileged to have some of the most influential family businesses operators in the world within our network as well as access to world class investors, operators and executives to broaden our members’ horizons.
“Thanks so much for having me! That was an awesome crew. I think Heritage is going to be a big success.”
“Still buzzing from last night... the crowd you guys are curating (humble crushers) is just amazing to see.”
“Thanks so much for hosting me again last night. It was a wonderful event with a really great group of people.”
Great event! Well-put together and good people.”
“Great initiative, great people, conversations, and company.”
“Thanks so much for having me! That was an awesome crew. I think Heritage is going to be a big success.”
“Still buzzing from last night... the crowd you guys are curating is just amazing to see.”
“Thanks so much for hosting me again last night. It was a wonderful event with a really great group of people.”
"Great event! Well-put together and good people.”
“Great initiative, great people, conversations, and company.”
“Great initiative, great people, conversations, and company.”
“Thank you for organizing the event! I got to make a lot of great friends last evening.”
“Was a great night! A big success. I had a really good time as did everyone at my table.”
"It was great to meet you all for the first time. I met a bunch of interesting people and had a good time."
"Thanks again for putting the Heritage dinner together. It was great to meet you and a bunch of other amazing people!"
“Great initiative, great people, conversations, and company.”
“Thank you for organizing the event! I got to make a lot of great friends last evening.”
“Was a great night! A big success. I had a really good time as did everyone at my table.”
"It was great to meet you all for the first time. I met a bunch of interesting people and had a good time."
"Thanks again for putting the Heritage dinner together. It was great to meet you and a bunch of other amazing people!"
Curated dinners in each of our global cities tailored for idea generation and connection
Intimate sessions led by premier subject matter experts on relevant and impactful topics.
Access the top global network of family business and family office next generation leaders. One-click capability to request access to anyone in the Heritage community.
Private conference filled with fireside chats, expert-led panels, and activities to forge relationship building.
Personalized 1:1 support in targeted relationship building inside and outside the Heritage network.
