Heritage Family Office Partners Ltd

Overview

Heritage Family Office provides long-term planning, financial structuring, succession support, global investment advisory, fiduciary services, transaction assistance and administration. The firm coordinates legal, tax, trustee, banking, corporate administration, investment, insurance and property-management professionals for family matters.²

History

Heritage Family Office was founded in 2018. The firm describes itself as a boutique global multi-family office serving a select number of international families.¹

Leadership

- Michael Silver, Founder: Previously led Stonehage Fleming Israel and was a Stonehage Fleming partner from 2010 to 2017.³ - Rodney Simon, Founder: Has more than 25 years of experience advising international family-office clients and is a member of the Society of Trust and Estate Practitioners.⁴ - Danny Hotz, Client Relationship and Business Development Manager: Has more than 15 years of experience in single and multi-family offices, including real estate and structured products.⁵ - Meir Valman, Investment Analyst: Previously served as Research Director and Senior Investment Analyst at Start-Up Nation Central from 2018 to 2022.⁶ - Daniel Peretz, CIO and JV Partner: The firm describes him as a founder and CEO of Family Wealth Advisors and as an investment adviser licensed by the Israel Securities Authority.⁷ - Moshe Klempner: Handles portfolio management and has more than 30 years of experience in investment analysis, portfolio management and fund management.⁸

Services

Heritage’s family advisory work covers family governance, succession planning, legacy protection and the structuring of family financial affairs.⁹

Its investment advisory services include independent global investment analysis and oversight, investment due diligence, gatekeeper services, portfolio advisory, investment sourcing and consolidated reporting.¹⁰

The firm builds bespoke strategic and tactical asset allocations around each client’s needs, risk appetite and total global wealth. It provides consolidated reporting against personalized benchmarks.¹¹

Heritage reports a proprietary product shelf that includes global real estate, hedge funds, private debt, derivative and structuring overlays, liquidity management and shekel exposure.¹²

Fiduciary and representation services can include serving as executor, protector, personal trustee, company director or bank-account co-signatory.¹³

The firm provides immigration support for families managing bureaucracy, financial structuring, service providers and day-to-day challenges.¹⁴

Administration support is tailored to each family and can include banking, service-provider matters, property management and correspondence review. Heritage also provides philanthropic advisory, personal trustee and oversight services.¹⁵

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

Heritage’s investment mandates are primarily for private clients and professional trustee companies.¹⁶ The firm reports assisting immigrant families with efficient financial structures and smoother transitions in managing international affairs.¹⁷

Approach

Heritage reports that its investment process reviews fees and costs, identifies concentration and duplicate exposures, and includes ongoing meetings with families, trustees and investment managers.¹⁸

FAQs

Related resources

• LocationMultifamily offices in Israel

  The Israel multifamily offices page helps readers compare firms serving families with cross-border needs in a region connected to international business and wealth. It can help you identify which providers discuss investment management, tax, estate, fiduciary, philanthropy, governance, administration, and risk matters relevant to a family office search.

• GuideMultifamily office services

  The multifamily office services page outlines the types of support a family may review before contacting a provider. Use it to compare needs such as investments, tax and estate planning, trusts, philanthropy, family education, bill pay, insurance, and private investments with the services listed for Heritage Family Office.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Its material can help an international family owner understand common governance, education, administration, and wealth management questions before assessing whether a boutique multi-family office fits the family's structure and priorities.

• DataMFOs by decade founded

  The MFOs by decade founded page provides historical context for comparing multi-family offices across different periods of establishment. Readers can use that timeline when considering how a firm's operating history may relate to its experience with international families, evolving regulations, investment approaches, and family office administration.

• Similar firmsMcFaddens & Co
  Goldrock
  Kimfo Family Office

  Profiles of McFaddens & Co, Goldrock, and Kimfo Family Office give readers additional firms to review alongside Heritage Family Office. Comparing their stated services, client focus, and geographic orientation can clarify which questions to ask about investment management, fiduciary work, family governance, philanthropy, and administrative support.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.