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Heritage Family Offices, LLP Employee Directory

Financial ServicesArizona, United States11-50 Employees

Heritage Family Offices, LLP is a financial services firm based in Phoenix, Arizona. It combines tax, law, asset management, wealth management, and insurance into a unified family office offering. The firm serves families seeking coordinated, cross-disciplinary guidance to manage wealth and transfer assets across generations. By integrating these practices, the company provides a cohesive approach to long-term wealth stewardship.

With a small to mid-sized footprint, Heritage Family Offices operates from a localized base in the Phoenix area. In May 2022, it announced a partnership with David French & Associates to extend its service capabilities to families aiming for wealth growth and successful intergenerational transfer.

Find Heritage Family Offices, LLP employees' phone numbers or email addresses

Heritage Family Offices, LLP Global Highlights

Location
Employees

North America
21

Minus sign iconPlus sign icon
  • United States Of America
    21

Heritage Family Offices, LLP's Leadership

  • Stylized image of a person
    T. K.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. N.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. F.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. E.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. L.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. K.
    Office Manager And Client Relations Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Financial Advisor
    Phone icon
    Mobile Phone

Heritage Family Offices, LLP Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Heritage Family Offices, LLP

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. N.
    Partner
    Phone icon
    Mobile Phone
    United StatesArizona
    Apr 16, 2026
  • Stylized image of a person
    M. F.
    Partner
    Phone icon
    Mobile Phone
    United StatesArizona
    May 09, 2025
  • Stylized image of a person
    B. E.
    Partner
    Phone icon
    Mobile Phone
    United StatesArizona
    Nov 08, 2024
  • Stylized image of a person
    T. K.
    Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesArizona
    Apr 15, 2026
  • Stylized image of a person
    A. L.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesArizona
    Apr 16, 2026
  • Stylized image of a person
    A. W.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesArizona
    Feb 17, 2026
  • Stylized image of a person
    B. K.
    Office Manager And Client Relations Associate
    Phone icon
    Mobile Phone
    United StatesArizona
    Oct 23, 2024
  • Stylized image of a person
    B. B.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Apr 15, 2026
  • Stylized image of a person
    E. M.
    Tax Associate
    Phone icon
    Mobile Phone
    United StatesArizona
    Oct 22, 2025
  • Stylized image of a person
    A. M.
    Operation Business Analyst
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Heritage Family Offices, LLP known for?

Minus sign iconPlus sign iconHeritage Family Offices, LLP operates in the Financial Services industry. The company's main headquarters is located in 2355 East Camelback Road Phoenix, Arizona United States. Explore Heritage Family Offices, LLP's company overview page for more information.

What is Heritage Family Offices, LLP's most common email format?

Minus sign iconPlus sign iconHeritage Family Offices, LLP employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Family Offices, LLP email formats with LeadIQ.

How many employees does Heritage Family Offices, LLP have currently?

Minus sign iconPlus sign iconHeritage Family Offices, LLP has approximately 12 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Heritage Family Offices, LLP's key employees and leadership?

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As of June 2026, Heritage Family Offices, LLP's key employees include:

  • Chief Investment Officer: T. K.
  • Partner: R. N.
  • Partner: M. F.
  • Partner: B. E.
  • Office Manager: A. L.

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