and more
Heritage Membership
The premier network for leaders in family businesses and family offices
Elevate your legacy
Unlock the power of Heritage
Heritage is an exclusive network tailored for leaders in family businesses and family offices.
Heritage was founded by family business and office leaders who intimately understand the unique challenges and opportunities in managing and growing a family legacy.
Join a network where leaders share knowledge, build trust, and shape the future of family enterprise.
The Core Pillars of Heritage
Local Chapters
Curated member-led events in our core cities, designed to foster connection and spark ideas.
Digital Community
A virtual hub for group and 1:1 connectivity for members to interact with each other around the world.
Proprietary Deal Flow
Shared access to opportunities across venture capital, private equity, real estate and other asset classes.
Summits
Private conference uniting leaders with fireside chats, expert-led panels, and activities to forge lifelong alliances.
Our members host intimate events in our core cities year-round
01
Community Events
We have dedicated Chapter Leads in each of our core cities, organizing events in various formats such as dinners, casual meetups, and activities.
02
Global Access
Members are welcome to participate in as many events as they wish across all our global chapters.
03
Connections
Each experience is thoughtfully designed to foster meaningful connections among members.
Heritage covers topic areas relevant to you
Interpersonal Dynamics
How to best work with family
Transformation
How to orient for future success
Capital Allocation
How to evaluate alternative assets
Succession Planning
How to transition to the next generation
Legacy Management
How to create collective and individual identity
Personal Fulfillment
How to succeed as a leader in society
We have welcomed over 100 exceptional speakers
We expand our perspectives by engaging with thought leaders across geopolitics, capital markets, scaled enterprises and emerging technologies.
David Senra
Founder
at
Founders Podcast
Ryan Serhant
CEO
at
Serhant
Imran Khan
Former Chief Strategy Officer
at
Snapchat
Michael Loeb
CEO
at
Loeb.nyc
Joseph Lubin
Co-Founder
at
Ethereum
Alex Bhathal
Co-Owner
at
Sacramento Kings
Andrew Yang
Co-Chair
at
Forward Party and Former Presidential Candidate
Chelsea Peters
Founder
at
Full Impact Advisory
Heritage, everywhere.
A Digital Community Built for Connections That Matter
Stay connected, access exclusive insights and engage with peers, wherever you are. Heritage's digital ecosystem keeps the conversation going and offers you seamless ways to interact with members globally.
Global Events & Gathering
Discover and register for curated experiences worldwide.
Exclusive Network
Connect with like- minded leaders through our digital platforms.
Real-Time Conversations
Engage, exchange insights, and stay ahead of emerging opportunities.
Our community loves Heritage
We are privileged to have some of the most influential family businesses operators in the world within our network as well as access to world class investors, operators and executives to broaden our members’ horizons.
“Thanks so much for having me!
That was an awesome crew. I think
Heritage is going to be a big success.”
That was an awesome crew. I think
Heritage is going to be a big success.”
“Still buzzing from last night... the crowd you guys are curating (humble crushers) is just amazing to see.”
“Thanks so much for hosting me again last night. It was a wonderful event with a really great group of people.”
Great event! Well-put together and
good people.”
“Great initiative, great people, conversations, and company.”
“Thank you for organizing the event! I got to make a lot of great friends last evening.”
“Was a great night! A big success. I had a really good time as did everyone at my table.”
"It was great to meet you all for the
first time. I met a bunch of interesting people and had a good time."
first time. I met a bunch of interesting people and had a good time."
“Thanks so much for having me!
That was an awesome crew. I think
Heritage is going to be a big success.”
That was an awesome crew. I think
Heritage is going to be a big success.”
“Still buzzing from last night... the crowd you guys are curating (humble crushers) is just amazing to see.”
“Thanks so much for hosting me again last night. It was a wonderful event with a really great group of people.”
Great event! Well-put together and
good people.”
“Great initiative, great people, conversations, and company.”
“Thank you for organizing the event! I got to make a lot of great friends last evening.”
“Was a great night! A big success. I had a really good time as did everyone at my table.”
"It was great to meet you all for the
first time. I met a bunch of interesting people and had a good time."
first time. I met a bunch of interesting people and had a good time."
“Thanks so much for having me!
That was an awesome crew. I think
Heritage is going to be a big success.”
That was an awesome crew. I think
Heritage is going to be a big success.”
“Still buzzing from last night... the crowd you guys are curating (humble crushers) is just amazing to see.”
“Thanks so much for hosting me again last night. It was a wonderful event with a really great group of people.”
Great event! Well-put together and
good people.”
“Great initiative, great people, conversations, and company.”
“Thank you for organizing the event! I got to make a lot of great friends last evening.”
“Was a great night! A big success. I had a really good time as did everyone at my table.”
"It was great to meet you all for the
first time. I met a bunch of interesting people and had a good time."
first time. I met a bunch of interesting people and had a good time."
“Thanks so much for having me!
That was an awesome crew. I think
Heritage is going to be a big success.”
That was an awesome crew. I think
Heritage is going to be a big success.”
“Still buzzing from last night... the crowd you guys are curating (humble crushers) is just amazing to see.”
“Thanks so much for hosting me again last night. It was a wonderful event with a really great group of people.”
Great event! Well-put together and
good people.”
“Great initiative, great people, conversations, and company.”
“Thank you for organizing the event! I got to make a lot of great friends last evening.”
“Was a great night! A big success. I had a really good time as did everyone at my table.”
"It was great to meet you all for the
first time. I met a bunch of interesting people and had a good time."
first time. I met a bunch of interesting people and had a good time."
“Thanks so much for having me!
That was an awesome crew. I think
Heritage is going to be a big success.”
That was an awesome crew. I think
Heritage is going to be a big success.”
“Still buzzing from last night... the crowd you guys are curating (humble crushers) is just amazing to see.”
“Thanks so much for hosting me again last night. It was a wonderful event with a really great group of people.”
Great event! Well-put together and
good people.”
“Great initiative, great people, conversations, and company.”
“Thank you for organizing the event! I got to make a lot of great friends last evening.”
“Was a great night! A big success. I had a really good time as did everyone at my table.”
"It was great to meet you all for the
first time. I met a bunch of interesting people and had a good time."
first time. I met a bunch of interesting people and had a good time."
“Thanks so much for having me!
That was an awesome crew. I think
Heritage is going to be a big success.”
That was an awesome crew. I think
Heritage is going to be a big success.”
“Still buzzing from last night... the crowd you guys are curating (humble crushers) is just amazing to see.”
“Thanks so much for hosting me again last night. It was a wonderful event with a really great group of people.”
Great event! Well-put together and
good people.”
“Great initiative, great people, conversations, and company.”
“Thank you for organizing the event! I got to make a lot of great friends last evening.”
“Was a great night! A big success. I had a really good time as did everyone at my table.”
"It was great to meet you all for the
first time. I met a bunch of interesting people and had a good time."
first time. I met a bunch of interesting people and had a good time."
How to Join Heritage
01
Apply
Express your interest through our membership application at byheritage.com/apply. We’ll reach out to every applicant on next steps regarding their candidacy
02
Interview
All qualified applicants will be invited to schedule an interview with our team
03
Fit Confirmation
All applicants will hear back from us within 7 days of their interview with a final decision on their membership application
04
Onboarding
As a new member you will be introduced to our team who will help you tailor your experience to get the most value out of Heritage from Day 1