With deep family roots in the banking industry and personal experience at the Federal Reserve Bank of Kansas City, Fred Winter, CPA, understood the need for an independent trust company in northern New Mexico. Since its founding in 1994, Heritage Trust has served trust beneficiaries located across the nation.
Heritage Trust maintains an entrepreneurial spirit, making decisions quickly, while adhering to the highest fiduciary standards.
THE THREE T'S
Heritage Trust focuses on managing the tools, talent, and techniques to preserve the financial legacy and heritage of both traditional and non-traditional families. We excel at resolving difficult family situations because we know family comes first.
ADVISOR-CENTRIC / CLIENT FOCUSED
Heritage Trust gladly works with outside investment advisors (utilizing their preferred custodians), CPAs, attorneys, and other professionals, always respecting existing family relationships.
STATE OF THE ART
Heritage Trust uses state-of-the-art technology and sophisticated in-house accounting for the management of alternative investments, including LLCs, LLPs, real estate, and mineral interests; personal, business and farm accounting; and for the preparation of fiduciary income tax returns. We also offer low-cost passive investment management in-house when warranted.
Heritage Trust's diverse staff provides a wealth of legal, accounting, financial planning, eldercare and social work experience, as well as bi-lingual skills to its clients.
While we continue to maintain our headquarters in Taos, New Mexico, we have also established offices in Santa Fe and Albuquerque.