Who Are We
Heritage Capital Services is an independent wealth advisory firm built on a simple conviction: true wealth isn’t only accumulated, it’s thoughtfully structured, protected, and passed forward. We work alongside individuals, families, and enterprises across the region and beyond, turning complex financial ambitions into clear, actionable strategy.
No two clients are alike, and no two portfolios should be either. Every mandate is built around your history, goals, and the legacy you intend to leave.
From multi-jurisdictional structuring to global market access, we help clients whose lives and assets span borders move with confidence and compliance.
Our advisors bring deep technical expertise across wealth management, estate planning, and financial planning — delivered with discretion and personal attention.
About Heritage Capital Services
We Are Your Trusted Partner in Building and Protecting Wealth
Heritage Capital Services was founded to give clients an independent advisory relationship, one built on trust, insight, and long-term partnership rather than transactions. We help you grow what you’ve built, protect it from the unexpected, and transfer it exactly as you intend, across currencies and generations.
Our History
Heritage Capital Services was founded with a singular vision: to build an independent advisory firm where trust is earned through integrity, excellence, and long-term relationships — not transactions. As global markets have grown more interconnected, regulations more complex, and opportunities more borderless, our approach has stayed consistent: listen before we advise, understand before we recommend, and stay committed long after a strategy is implemented. Today, we support individuals, families, entrepreneurs, and business owners across wealth management, estate planning, cross-border investment, and financial planning — with the same founding belief that enduring relationships are built on trust, and trust is earned through consistently acting in our clients’ best interests.
Our Clients
We work alongside a global network of leading financial institutions, broadening access, market reach, and execution capability for every client we serve.
Behind Our Company
Experienced advisors committed to protecting your wealth and building lasting legacies.
"Our role is to listen before we advise, and to understand before we recommend."
Sharath Shetty · Founder & Managing Partner
Sharath Shetty
Founder & Managing Partner
Who We Serve
We Match Our Clients With an Experienced Advisor
Personalised wealth management and estate planning designed around your life stage, goals, and the legacy you want to leave behind.
Strategic financial planning and cross-border structuring for those building, and eventually transitioning, a business.
Multi-jurisdictional investment and tax-efficient structuring for clients whose lives and assets span more than one country.
Discreet, sophisticated portfolio management and succession planning for clients with complex, multi-asset holdings.
Advisory support for businesses navigating growth, cross-border expansion, and long-term financial strategy.
Let a Dedicated Advisor Guide Your Wealth Strategy, Book a Consultation
Whether you’re growing a portfolio, planning succession, or structuring assets across borders, our advisors start with a conversation , not a pitch.