Heritage Wealth Counselors is a multi-family office in Boonton, New Jersey, founded in 1998. It supplies families with custodial, reporting, investment management, and other financial services, as well as lifestyle management services such as property management, business management, office services, travel planning, staffing, and personal security. The firm represents a new model of the Family Office, in which large staffs of dedicated professionals have traditionally handled custody, reporting, investment management and a variety of other services for families. Its Family Office Services offer a full range of support, concentrating on roles as chief advisor to the family, investment review or management, financial administration, trustee services, and back-office support services.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
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