# Heritage Wealth

- **Website:** <https://heritagewealth.it>
- **Primary alias:** `heritagewealth.it`
- **Founded:** 2020
- **Employees:** 2+
- **Location:** Piedmont, Italy
- **Company kind:** PRIVATELY HELD

## Description

Heritage is a brand that represents a partnership among heritage care professionals, sharing expertise and experience for generational transition. With a focus on family legacy management, Heritage offers a range of services aimed at preserving and enhancing family assets. Their independent team provides tailored solutions for various needs, ensuring efficient and results-oriented wealth management. Services include succession planning, account aggregation, asset protection, wealth planning, international taxation, and more. Through a structured workflow involving asset analysis, identifying needs, project planning, and engaging relevant professionals, Heritage ensures thorough and personalized heritage planning. Discover the extensive network of Heritage professionals dedicated to wealth care and learn more about their comprehensive services. Trust Heritage to help you safeguard your legacy and embrace new growth opportunities.

## Industries

- 💰 Financial Planning and Management _(under Finance)_
- 💰 Finance

## Links

- [linkedin](https://linkedin.com/company/heritage-wealth-italia)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idZINgdZ47/w/400/h/400/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1774534610168)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idZINgdZ47/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1774534610307)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Twine | #c69d70 | accent |
| Lochmara | #007cba | dark |
| White | #ffffff | light |

## Fonts

- serif — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idZINgdZ47/w/1128/h/191/id42eF7vbR.jpeg?c=1bxid64Mup7aczewSAYMX&t=1774534610392)

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_Source: <https://brandfetch.com/heritagewealth.it>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._