what we are
about hereditas wealth advisory
A Modern Wealth & Legacy Advisory
Hereditas brings together protection planning, estate awareness, and business continuity thinking — with a simple goal: help you protect what you’re building while you’re alive, and pass it on cleanly one day. Where specialised legal structuring is needed, we work with contracted attorneys to implement the right agreements, trust structures, and documentation.
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What we help with
01
Life cover + income protection structured around the real household budget
02
Planning for executor fees, transfer costs, and delays — so beneficiaries aren’t forced to sell assets.
03
Joint-life legacy strategies designed to create inheritance for beneficiaries over time.
04
Buy-and-sell agreements and funding structures that protect partners and families.
05
Attorney-supported structuring for trusts, shareholder agreements, and complex contracts.
