James Fitzgerald

Co-Managing Partner at Heritage Strategies Llc

James Fitzgerald's Professional Contact Details

Email (Verified)
****@heritagestrategiesllc.com
HQ
(212) 485-1536
Location
New York, New York, US
Company
Heritage Strategies Llc
Person Seniority
partner

James Fitzgerald's Current Company Details

Heritage Strategies LLC, an Estate Planning Family Office, offering both proprietary and traditional life insurance products, is focused specifically on the active management of our affluent families ...
Heritage Strategies LLC, an Estate Planning Family Office, offering both proprietary and traditional life insurance products, is focused specifically on the active management of our affluent families and individuals'​ estate plans. Our clients' estates are managed with the same care, expertise and diligence that our clients apply to their own businesses. Heritage currently boasts over 250 clients with a collective net worth of more than $35 billion. The partners of our firm offer in excess of 100 years of experience helping businesses and families plan for the future. We too often see "prescription without diagnosis" in our industry. To overcome this from the onset, each client receives "The Heritage Book", which condenses an entire estate plan into five to ten basic sheets. This book provides our clients and their advisors with immediate access to critical information to help make the right and best planning decisions. •Securities Offered through M Holdings Securities, Inc., a Registered Broker Dealer, Member FINRA/SIPC. Heritage Strategies LLC is independently owned and operated. •Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc., nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. •This material and the opinions voiced are for general information only and are not intended to provide specific advice of recommendations for any individual. To determine what is appropriate for you please contact a Registered Representative of Heritage Strategies LLC directly or consult another qualified professional. •The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Founded Year
2009
Organization Website
heritagestrategiesllc.com
Organization Languages
English
Current Technologies
digitalocean
ubuntu
apache
drupal
wufoo
mobile friendly
sharethis

Job Functions

Business Development
Finance
life insurance
charitable contribution structuring
tax planning
asset protection
estate business continuity planning
generational wealth transference
estate amp business continuity planning
insurance

James Fitzgerald's Work History and Education

Heritage Strategies LLC
Co-Managing Partner
2009 - Present

Colleagues at Heritage Strategies Llc

Client Services Associate
Director, Group Medical and Property & Casualty
Director, Insurance & Case Design
Co-Managing Partner

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