The premier peer-to-peer network for next-generation leaders in family businesses and family offices.

Why we started Heritage

Join Our
Network

The largest 500 family businesses in the world generate $7.3 trillion in revenue and employ 24 million people. Together they constitute the third largest economic cohort in the world by revenue, behind the US and China.

Despite their outsized global impact, next generation leadership is lonely, challenging, and hard. Family businesses and family offices have unique dynamics and complex topics we contend with.

Heritage was founded by next generation family business leaders to help other similarly situated individuals make the best decisions for themselves and their families.

Heritage covers topic
areas relevant to you

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

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.”

“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!"

Member
Benefits

Council Groups

Dive deep with a small group of members, curated based on similarities in your experiences and challenges. Discussions range across key opportunities and challenge areas faced by you and your peers.

Master Classes

Learn from the world’s best investors, operators and executives. Topics range from conceptual to tactical, with relevant information to you.

Intimate Gatherings

Meet in person with other members of the Heritage community to cultivate meaningful relationships.

Excursions

Experience immersion trips with a small group of Heritage members to breakthrough on specific topics that are currently top of mind.

Annual Summit

Attend our flagship conference with world class speakers, breakout sessions, and social activities to meet members of the broader Heritage community.

Global Network

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.