Heritage Capital Services
Global Vision. Empowering Tomorrow. Securing legacies.
We empower our Clients with a clear -sighted financial strategy that grows, protects, and transfer wealth across borders and generations.
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
True Wealth is Thoughtfully Structured
Heritage Capital Services was founded on a simple conviction: that true wealth is not only accumulated, it is thoughtfully structured, protected, and passed forward.
We work alongside individuals, families, and enterprises, translating complex financial ambitions into clear, actionable strategy.
Our Services
A Fully Integrated Suite of Advisory Service
Strategic wealth solutions for today’s opportunities and tomorrow’s legacy — bringing together investment, protection, planning and global expertise under one trusted advisory relationship.
Wealth Management (Grow)
We build and manage portfolios with a long view — balancing growth, liquidity, and preservation across market cycles.
Estate Planning & Will Registration (Protect)
Protect your family and legacy with thoughtful succession planning and registered Wills, ensuring your wealth is transferred according to your wishes.
Cross-Border Investment (Expand)
For clients whose lives and interests span borders, we provide access to global markets and the structuring expertise to hold assets efficiently across jurisdictions.
Financial Planning (Plan)
Every ambition deserves a roadmap. We translate your goals into a structured plan with clear milestones.
Our Partners
Trusted by Top Banks
We work alongside a global network of leading financial institutions to broaden access, market reach, and execution capability for our clients.
Ready to Build a Strategy for Your Wealth? Contact Us
Case Studies
Clients Build Their Legacy
Every family and business we work with has a different story.
Multi-Generational Wealth Transfer
A family with assets spread across three countries needed a succession plan that would hold up across jurisdictions — and across generations. We helped structure a trust framework that reflected their wishes precisely, without unnecessary complexity for their heirs.
Cross-Border Portfolio Consolidation
An entrepreneur with investments in multiple currencies and jurisdictions was managing them through separate, disconnected advisors. We brought everything under one coordinated strategy — with clearer visibility and more efficient structuring.
A Roadmap to Retirement
A business owner approaching retirement wasn’t sure their savings and investments were aligned with the lifestyle they wanted. We built a milestone-based financial plan that gave them a clear, realistic path forward.
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
Testimonials
What Our Clients Says
Ready to Build a Strategy for Your Wealth? Contact Us
Whether you’re planning succession, structuring investments across borders, or simply want a clearer financial roadmap, a conversation with an advisor is the first step.
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