In the late 1990s, we recognized the need for something different in the financial services marketplace—the need for a business owner-focused, multi-family office that puts the client before the product array.
The Heritage Business Strategies team has backgrounds in economics, growing multi-generational businesses, law, finance, education, and risk management. Using our decades of experience, we simplify a complicated world for our clients.
Why “Heritage”? Because we work with successful people who want to build an enduring legacy for their families, their communities, and their businesses.
Why “Business”? Because business owners look at the world through a particular lens, and we understand that.
Why “Strategy”? Because a lot of the time, our clients were successful before they met us. They already had multiple planning strategies. Almost without fail, however, we found that those strategies were not coordinated in their approach and implementation. This led to slippage and less than stellar results.
That’s where we come in.
We specialize in making the elements of our clients’ lives work together in concert. As the business owner’s resource, we can deliver just about anything a client needs, whether it’s a service, an analysis, or a financial product. For more details, click here.
It all starts with our clients.
Our clients are self-made. They own growing organizations, or are key employees. They are entrepreneurs transforming their local economies. They are the latest generation invested in a growing family business.
Our clients share four common elements:
You are more than the dollar signs of your balance sheet. You certainly are more than the sum of your financial products. The discussion starts with who you are, what makes you tick, what makes you successful. What are the things you should be doing to protect and grow yourself, your family, and your business? What are the opportunities around the corner? How can we make everything work together?
We help our clients navigate both short-term and long-term goals. With clarity about who you are, together, we build the momentum to get you where you want to be.
Our success is measured by our long-term relationships. For over 25 years, we have helped our clients navigate three recessions, multiple market crashes and booms, marriages, births, divorces, starting new ventures, and passing on businesses successfully. How have you weathered these storms?
We stand out because of our creativity, our ability to see all sides of a situation, and our experienced, measured recommendations.
Some areas in which we specialize include:
^Eagle Strategies acts as a fiduciary with respect to the Plan under Section 3(21)(A)(ii) of ERISA by rendering investment advice as defined under ERISA to the Sponsor in selecting a discretionary investment manager
We think a lot about legacy around here. Do your actions make a difference for the better? What are you teaching your kids? Are you an asset to your community?
We match the giving of our time and money to our values, working with Virginia Beach Vision, the ACCESS College Foundation, the Chesapeake Bay Wine Classic Foundation, the Hampton Roads Community Foundation, and ForKids.