About Us
At Horizon Heritage Group, we are dedicated to preserving and growing the wealth and legacy of families for generations to come. As a trusted family office, we offer a comprehensive range of tailored financial services, from investment management to estate planning, all designed to meet the unique needs of high-net-worth families. At Horizon Heritage Group, we believe in building lasting relationships that empower families to thrive, today and in the future.
Our Services
Comprehensive Financial Planning
Our team works closely with you to create a holistic financial plan that addresses key areas such as retirement planning, education funding, cash flow management, and tax efficiency. This ensures that every aspect of your financial life is aligned with your broader goals.
Tax-Efficient Investment Strategies
We provide guidance on tax-efficient investment strategies, focusing on ways to reduce capital gains taxes, optimize retirement accounts, and take advantage of tax-advantaged opportunities such as tax-exempt bonds or charitable giving.
Ongoing Family Advisory Services
Horizon Heritage Group offers continuous advisory support to help families adapt their governance structures over time as circumstances change. We assist in regularly reviewing governance practices and making adjustments to ensure the family remains aligned with its evolving needs and objectives.
Investment Philosophy
Sustainable and Impact Investing
Sustainable and Impact Investing
Whether through green technologies, clean energy, or companies with strong corporate governance, we focus on investments that align with your family’s ethical and philanthropic goals.
Family-Driven Decision Making
Sustainable and Impact Investing
Family involvement is central to our investment process. We encourage ongoing dialogue with family members, ensuring that all generations are engaged and that investment decisions reflect the collective values and aspirations of the family.
Philanthropic Alignment
Philanthropic Alignment
We advise on strategies that support charitable endeavors, whether through direct investments in social enterprises or by creating opportunities for giving that align with the family’s broader values.
Personalized Investment Philosophy
Personalized Investment Philosophy
We take the time to understand the values, priorities, and objectives of your family. Each decision is made with a clear understanding of your family’s vision for the future.
Long-Term Wealth Preservation
Personalized Investment Philosophy
We take a long-term view of investment management, ensuring that our strategies not only generate immediate returns but also protect your family’s wealth for future generations.
Diverse and Balanced Portfolio
Diverse and Balanced Portfolio
While we align investments with your values, we also maintain a well-diversified portfolio designed to manage risk and optimize returns.