Heritage Preservation Group (HPG) Email Format

InsuranceNew York, United States2-10 Employees

Heritage Preservation Group (HPG) operates in the insurance sector, concentrating on the use of life insurance as a tool for estate, retirement, and business planning. The firm positions itself as a coordinator of comprehensive planning, gathering a client’s personal and corporate financial information and existing documents to produce an Estate Plan Portfolio that feeds into broader financial and legal considerations. By aligning insurance-based planning with tax, financial, and legal teams, HPG aims to help clients preserve more of their estate for heirs and charities while reducing tax exposure, all without an additional fee for completing the portfolio.
Based in Commack, New York, HPG serves high‑net‑worth clients domestically and abroad, addressing the complexity of estate and business needs through a structured planning process. The company’s approach emphasizes documenting and clarifying a client’s situation through a detailed flow diagram of estate planning documents, facilitating integration with other advisors and financial strategies.

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