Heritage Private Banking

Heritage Private Banking is a distinguished private bank that specializes in offering personalized financial services to high-net-worth individuals (HNWIs), family offices, and international clients. Established in 2020, the bank provides bespoke banking solutions, including wealth management, estate planning, and personalized credit services. Based in a major financial center, Heritage Private Banking has a team of 90 private bankers, wealth advisors, and legal specialists, ensuring a tailored approach to each client’s financial needs.

The bank was founded by Elizabeth Montgomery, a veteran in private wealth management, with a vision to deliver a holistic, client-first banking experience. Heritage Private Banking focuses on long-term wealth preservation, tax-efficient strategies, and bespoke investment opportunities, offering clients exclusive access to private market investments and personalized portfolio management.

In 2023, the bank managed over $3.5 billion in client assets, with standout services like Heritage Signature Portfolios, which provide highly customized investment strategies based on individual financial goals. Heritage Private Banking also excels in cross-border financial services, catering to clients with complex international needs.

With a strong emphasis on discretion, trust, and exclusivity, Heritage Private Banking has quickly grown into a respected institution in the private banking world. The bank’s future strategy includes expanding its digital banking platform to offer seamless, high-touch services remotely, while continuing to enhance its bespoke offerings for ultra-high-net-worth clients globally.