what we do...
our services
What we do...
Hereditas helps you protect income, protect assets, and protect inheritance. Our work is built around real-life outcomes: keeping the home secure, ensuring loved ones have liquidity, preventing forced sales, and protecting business continuity.
Family Protection (Life, Disability & Income Protection)
Effective financial planning helps you manage your wealth, set clear goals, and make informed decisions for a secure future.
01
Legacy & Inheritance planning
Our investment advisory services provide expert guidance to help you make informed and strategic investment decisions.
02
Estate Cost Protection
Strategic budgeting, investments, and financial planning help businesses make informed decisions and achieve success.
03
Business continuity & Buy-and-sell agreements
Tax optimization helps you minimize liabilities and maximize savings through smart planning and strategic deductions.
04
our process
Get a Plan that is structured to endure
Whether you’re protecting a household or a company, the right structure starts with clarity. Book a review and we’ll map your risks, explain your options, and implement what fits.
Understand your risks
We identify the gaps that can break a family plan: income loss, estate liquidity, debt, and business continuity.
Structure the protection
We structure the right mix of cover and planning so your family isn’t left with financial pressure.
Review over time
Life changes — and your plan should too. We review when you marry, have children, buy property, or grow a business.
What We focus on
“Legacy is not what I did for myself. It’s what I’m doing for the next generation.”
— Vitor Belfort