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Family Office - Multi • Singapore, Singapore

Heritage Wealth Management

Heritage Wealth Management is a family office - multi based in Singapore, Singapore, founded in 2007. Verified contact details, AUM data, and investment preferences on FindLPs.

2007
Year Founded
Family Office - Multi
Investor Type
Singapore, Singapore
Headquarters
About

Heritage Wealth Management

Heritage Wealth Management (Heritage) is a multi-family office based in Singapore. Established in 2007, the firm provides alternative investments, currencies and capital markets, derivatives, and dealer services. The mission of the firm is to enhance the planning, product capabilities, and platforms necessary to provide need-based wealth transfer planning solutions to global high-net-worth individuals. The assets are managed by the executive team.

Investment Focus

What Heritage Wealth Management Invests In

Investment types: Buyout, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage

Preferred geographies: Africa, Americas, Andorra, Asia, Austria, Belgium, Canada, Eastern Europe, Europe, France, Germany, Ireland, Liechtenstein, Luxembourg, Middle East, Monaco, Netherlands, Northern Europe, Oceania, Southern Europe, Switzerland, United Kingdom, United States, Western Europe

Location: 216 Joo Chiat Road

Contact Heritage Wealth Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.