Heritage Business Management

Trusted Back-Office Support for High-Performing Entrepreneurs

Heritage Business Management is an extension of Heritage Management, built on the same principles of trust, service, and excellence. Just like our family office support offerings, our business services are designed to bring clarity and freedom to the people we serve.

Focus on What You Do Best — We'll Handle the Rest

Running a business is hard enough. Managing the day-to-day operations, administrative work, and technical infrastructure shouldn’t stand in the way of your growth. That’s where Heritage Business Management comes in.

We are your partner, providing comprehensive, trusted support across the critical functions that keep your operations running smoothly. Our goal is to empower founders and small business operators to stay focused on what they do best — whether that’s building, creating, innovating, or serving clients.

What We Offer

Instead of hiring a CFO, COO, CMO, CTO, and an admin team, work with one trusted partner who brings it all together.

Back-Office Coverage Includes:

  • Finance & Accounting – Bookkeeping, financial planning, budgeting, and reporting

  • Operations Management – Systems development, vendor coordination, workflow optimization

  • Administration – Scheduling, compliance, documentation, and day-to-day business needs

  • HR & People Ops – Hiring processes, onboarding, team culture, payroll coordination

  • Marketing & Sales Support – Strategy, branding, content, lead generation, CRM support

  • Business Technology – Tools setup, automation, integration, and tech troubleshooting

  • Customer Support Systems – Ticketing systems, escalation protocols, service guidelines

  • Research & Development – Competitive research, opportunity discovery, and innovation processes

We offer flexible support tailored to your size, stage, and specific pain points. Whether you're a solo operator or a large team, we scale with you.

Why Heritage

Just like our personal life management services, Heritage Business Management is built on deep trust, high standards, and discretion.

  • Simplified Operations – We remove complexity so you can move faster.

  • Built-In Expertise – Access a full suite of leadership-level support, without full-time hires.

  • Strategic Partnership & Capital – We're not just a vendor — we're in this with you and offer access to capital to fuel growth and provide financial stability.

  • Custom Fit – We tailor our engagement to your unique business goals, pain points, and growth stage.

  • Longevity Mindset – We aim to build relationships that grow alongside your business.

Who We Serve

We specialize in partnering with:

  • Solo operators looking to grow without hiring a full team

  • Founders and creatives who need structure and systems

  • Contractors, consultants, and specialists who want to stay focused on their craft

  • Small to mid-sized businesses ready to streamline their operations and scale intentionally

We’re industry agnostic — because strong admin, finance, and operations are essential to every business. No matter what you do, we’re here to help you thrive by handling the rest.

How It Works

Our process is simple and personal:

  1. Discovery Meeting – We learn about your business, goals, and operational pain points

  2. Tailored Plan – We design a custom support framework based on your business's specific needs

  3. Seamless Integration – We embed with your team and systems

  4. Ongoing Partnership – Continuous improvement, trusted support, and room to scale

Let’s Build Together

Heritage Business Management is here to make your business stronger, leaner, and more resilient. So you can focus on the work that matters most.

Contact us to schedule your consultation and explore how we can support your next stage of growth.