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
Michael Brent Frost
GENERAL PARTNER
David Elgin Maxey
GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER
Ralph Erwin Nelson
GENERAL PARTNER
Heritage Family Offices
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