Heritage Strategies

Heritage Strategies LLC is an Estate Planning Family Office located in Woodbury, New York. The company is privately owned and employs 23 people. Heritage Strategies specializes in managing the estate plans of affluent families and individuals. They offer both proprietary and traditional life insurance products, tailored to each client's unique needs. With over 250 clients and a combined net worth exceeding $35 billion, the company has a proven track record of success. What sets Heritage Strategies apart is their commitment to a thorough and personalized approach. Each client receives "The Heritage Book," a concise summary of their estate plan, enabling them to make informed decisions. The company's partners have over 100 years of combined experience in helping businesses and families plan for the future. For more information or to discuss your estate planning needs, contact Heritage Strategies LLC at heritagestrategiesllc.com.