Established in 2016, Heritage Family Office is a millennials-led family office founded and headquartered in Singapore. The company's story began in 2012.
Address
8 Shenton Way, AXA Tower
Singapore
Website
Products
Heritage Value Fund - Singapore's Family Fund (http://www.heritagefund.com.sg)
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Featured
Heritage - Our Story
Vision ===== Every Family Thriving Financially And Socially
Mission ====== Helping Family Businesses Evolve into Business Families
Story ===== At Heritage, investing is our family business. Tay Jun Hao, Goh Tee Leng and Xavier See are partners aligned by a common responsibility of being entrusted to manage the wealth of their families. By combining together their intellectual capital, networks and resources, they formed The Heritage to empower and support one another to achieve a shared goal of preserving the financial heritage of their families. In 2016, after encouragement and requests from a growing number of friends and family, The Heritage launched their flagship Heritage Global Capital Fund (http://www.heritagefund.com.sg/). Today, they are proud to be serving families from Singapore, Indonesia, Thailand, USA and the Maldives. What We Do ========== Our foremost investment goal has always been, and will always be the same. Do not lose money. We have found that with patience, areas of opportunity that present an overwhelmingly favourable risk:reward asymmetry will present themselves. Simply put, as opposed to a few high-risk, high-reward opportunities, we prefer to work hard to find multiple low-to-medium risk opportunities to invest in. Since 2012, we have a demonstrated record of consistently achieving this goal. Coincidently, our parents are our biggest clients and we often like to offer a “joke” that we must not lose money at all costs, otherwise we will have no peace even at home. This however, is a true story.