Family Office
Heritage Family Offices, LLP
Historically, family offices were available only to the world’s ultra-affluent families. Today, by leveraging technology, process improvements, and education, Heritage offers a highly sophisticated family office experience to affluent families who may not be in the “ultra-affluent” category and therefore have been larg…
Decision-makers
Roger Beutler
Senior Investment Officer
Morgan Johnson
Director
Brent Emch
Director of Wealth Management
Ralph Nelson
Partner & CEO
Michael Frost
Partner & President
Brent Emch
Director of Wealth Management
Michael Brent Frost
GENERAL PARTNER
David Elgin Maxey
GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER
Ralph Erwin Nelson
GENERAL PARTNER
Heritage Family Offices
CONTACT
Brent Emch
Director of Wealth Management
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