Heritance
Wealth · Legacy · Purpose

Wealth Simulator

Project your inheritance across five risk profiles and 10-year horizons.

Investment Preferences

Tell your advisor what matters to you — ESG, sectors, risk appetite.

Secure Messaging

Message your advisor directly and stay connected between briefings.

Financial Education

Plain-English guides to inheritance, investing, and working with advisors.

"The best time to understand your wealth is before you receive it."

Your financial future
starts here.

Welcome to Heritance — your personal wealth portal.

New to Heritance? You should have received an invitation email from your family's advisor.

Demo accounts — click to fill