Heritage Strategies LLC Email Format

InsuranceNew York, United States11-50 Employees

Heritage Strategies LLC is an estate planning-focused insurance firm based in Woodbury, New York, operating as an estate planning family office. It offers both proprietary and traditional life insurance products, with a specialty in actively managing the estate plans of affluent families and individuals. The firm serves more than 250 clients with a collective net worth exceeding $35 billion.

Partners bring over a century of combined experience in helping businesses and families plan for the future, and the firm uses The Heritage Book—a concise estate plan summary distilled into a few sheets—to provide quick access to critical information. Securities are offered through M Holdings Securities, Inc., a registered broker-dealer (FINRA/SIPC); Heritage Strategies LLC is independently owned and operated.

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