Heritage Family Offices, LLP is a multi-disciplinary firm comprised of Certified Public Accountants, Attorneys, Financial Advisors, Certified Financial Planners, and Insurance Specialists. Our ultimate goal of helping our clients build and preserve wealth is achieved by collectively focusing on Asset Preservation, Financial Planning, and Investment Management through the common lens of Strategic Tax Planning.
Business Succession Planning Business Consulting Divorce/Widows Healthcare Technology
Licenses / Certifications
BA in Finance from Lamar University
What inspired you to get into this line of work?
My grandfather was one of the first KFC franchisees in Texas back in the 1960s. He experienced a lot of success in his business and sold when he was in his mid-40s. Because of the lack of financial planning, over the years he eventually ran out of money and now lives off of social security. I got into this industry to help alleviate the challenges that come with maintaining and growing wealth to sustain a family for multiple generations.
What's one piece of insight you wish all families knew?
To have a unifying vision that the entire family can build goals around. A lack of vision means that everyone is moving in different directions.
What excites you most about working with Addio families?
Estate Planning is a very challenging industry because no one wants to think about dying. It is very expensive and most of the attorneys in this space can be a challenge to understand what they are recommending for a family. Having a streamlined solution that is at a cost that every family can afford is a solution I am looking forward to offering to more of my clients.
Schedule a free consultation
Connect with Zachary Thomas and get answers to all your planning questions.