About

Preserving the Legacy of our families

Heritage is a private investment circle that was founded in 2017 by a group of European families. They were interested in investing in alternative assets like private equity and venture capital, but found that accessing the best opportunities was challenging through traditional channels. To overcome these barriers, they created their own private investment circle.

Over the past three years, the Heritage anchor families have realized the benefits of collaborating with like-minded individuals. They created an investment platform to evaluate and co-invest in the best private market opportunities, leveraging the benefits of a stronger network.

H

eritage comprises professionals with diverse backgrounds from private equity, investment banking, consulting, and technology fields. They have three main objectives:

Preserve the legacy of our families

Preserve the legacy of their families by investing in their due diligence capabilities at both the people and technology levels.

Create meaningful connections

Create meaningful connections by fostering synergies among fund managers, entrepreneurs, and UHNWIs to unlock new avenues for value creation.

Align interests

Align interests by establishing an effective alignment of interests between their limited partners and capital allocators.