The premier network for leaders in family businesses and family offices
What is Heritage?
Join Our
Network
Heritage is the premier network for leaders preserving and advancing their
family legacy.
Heritage was founded by family business and office leaders who intimately understand the unique challenges and opportunities in managing and growing a family legacy.
Heritage provides a high-trust environment for members to build capability, access knowledge and share information with like-minded leaders propelling family legacies forward.
The Core Pillars of Heritage
Dinner Series
Curated dinners in our global cities tailored for idea generation and connection.
Knowledge Series
Intimate sessions led by subject matter experts, delivering actionable insights on relevant and impactful topics.
Annual Summit
Private conference uniting leaders with fireside chats, expert-led panels, and activities to forge lifelong alliances.
Digital Community
A virtual hub for group and 1:1 connectivity for members to connect with each other around the world.
Member Concierge
A personalized service to help members build targeted relationships and give professional and personal support.
Partner Events
Access to an exclusive network of conferences, events and experiences that are otherwise invite-only.
Heritage covers topic
areas relevant to you
Interpersonal Dynamics
How to best work with family
Transformation
How to orient for future success
Capital Allocation
How to evaluate alternative assets
Succession Planning
How to transition to the next generation
Legacy Management
How to create collective and individual identity
Personal Fulfillment
How to succeed as a leader in society
Our community loves Heritage
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.”
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.”
“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."
first time. I met a bunch of interesting people and had a good time."
“Thanks so much for having me!
That was an awesome crew. I think
Heritage is going to be a big success.”
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.”
“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."
first time. I met a bunch of interesting people and had a good time."
“Thanks so much for having me!
That was an awesome crew. I think
Heritage is going to be a big success.”
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.”
“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."
first time. I met a bunch of interesting people and had a good time."
“Thanks so much for having me!
That was an awesome crew. I think
Heritage is going to be a big success.”
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.”
“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."
first time. I met a bunch of interesting people and had a good time."
“Thanks so much for having me!
That was an awesome crew. I think
Heritage is going to be a big success.”
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.”
“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."
first time. I met a bunch of interesting people and had a good time."
“Thanks so much for having me!
That was an awesome crew. I think
Heritage is going to be a big success.”
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.”
“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."
first time. I met a bunch of interesting people and had a good time."
How to Join Heritage
Join Our Network
01
Apply
Express your interest through our membership application at byheritage.com/apply. We’ll reach out to every applicant on next steps regarding their candidacy
02
Interview
All qualified applicants will be invited to schedule an interview with our team
03
Fit Confirmation
All applicants will hear back from us within 7 days of their interview with a final decision on their membership application
04
Onboarding
As a new member you will be introduced to our team who will help you tailor your experience to get the most value out of Heritage from Day 1
