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Preserving the Legacy of our families

Heritage started in 2017 as a circle of a few prominent European families looking to diversify their net worth by investing in alternative assets – and particularly Private Equity and Venture Capital. They originally started investing through traditional channels, but they soon realized there were several barriers to getting into the most exciting investment opportunities, which led them to create their own private investment circle.

Over the last 3 years, the Heritage anchor families, realizing the power of collaborating with like-minded individuals, created a fully regulated structure to onboard new partners and leverage the benefits of a stronger network.​

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eritage is now a team coming from some of the most selective companies in the private equity investment banking, consulting, and technology fields, with three main objectives:

Preserve the Legacy of its families

As a reliable partner of several predominant families, Heritage keeps investing in its due diligence capabilities at both people and technology levels

Create meaningful connections

Create synergies among fund managers, entrepreneurs, and UHNW to unlock new value creation avenues

Alignment of interest

Establish an effective alignment of interests between limited partners and capital allocators.