Frequently Asked Questions
About Our Services
What does Heritage Management do?
We provide tailored, all-encompassing support for managing your personal and professional life. From overseeing your household and finances to coordinating your travel and day-to-day priorities, we handle the details so you can focus on what matters most.
How is Heritage different from hiring a personal assistant?
We offer more than just administrative help. Think of us as your personal manager and assistant—an extension of your team that provides human, holistic support across every aspect of your life.
What services do you offer?
Our services are grouped into four categories:
Family Support: Travel planning, relationship management, career support, etc.
Financial Administration: Bill pay, budgeting, tax prep oversight, etc.
Personal Holdings: Managing homes, vehicles, insurance, etc.
Flex Services: Customized solutions for whatever doesn’t fit neatly into the above.
Learn more by visiting our services page.
How It Works
How do I get started with Heritage?
It all begins with a complimentary consultation where we get to know your needs and priorities. From there, we craft a personalized plan, set it into action, and provide ongoing, active support tailored to your lifestyle. Get in touch here.
What happens during the consultation?
During the consultation, we’ll learn your preferences, current challenges, and what’s most important to you. This helps us design a support plan tailored specifically to your life.
How often will I communicate with my team at Heritage?
As often as you need! We proactively manage the details but stay in close contact to ensure every aspect of your life is perfectly aligned with your needs and goals.
Costs & Benefits
Is there a minimum commitment period?
We anticipate that our onboarding process will take ~3-6 months and that a life well managed will take time to optimize to its full potential. That being said, get in touch and let us know what you have in mind. We’re happy to discuss your needs during an initial consultation call.
How much does it cost?
Pricing depends on the level of support you require. After your consultation, we provide a customized proposal detailing the services included and the associated costs.
How does Heritage save me time and money?
By handling every aspect of your life seamlessly, we eliminate inefficiencies, prevent costly mistakes, and free you to focus on high-value priorities. Our expertise ensures your time and resources are optimized.