• Heritage Fund Group and colleagues collaborated on a ground floor partnership with UBS and Berkshire Hathaway with over $13.5 billion in bond underwriting.
  • HFG has also developed and implemented premium finance strategies for high net worth families and estates totaling over $975 million.
  • While partnering with associates and UBS, HFG successfully completed six financial tranches, raising $3.15 billion via the sale of Moody's and S&P-rated securities. Those six tranches will generate in excess of $362 million in net benefits for charitable institutions such as universities, religious entities, and medical schools.

Heritage Fund Group strengthens select companies and high net worth individuals with exclusive, custom created financial solutions and financial arbitrage.

HFG partners with elite banking institutions like Deutsche Bank, HSBC and UBS to accomplish a wide range of goals, from solidifying the underfunded pension programs of Fortune 500 companies and unions, to building wealth for institutions, businesses, and individuals.

With over 80 years combined experience, our exclusive team of financial experts has increased the fortunes of top tier companies as well as small business owners.

HFG employs an extensive and comprehensive research process to assess our clients' distinct needs. By examining the needs of corporate structures, divisions, and employees within an organization, our in depth studies reveal often unseen financial deficits and deficiencies.

Empowered by long standing, trusted partnerships with top banking and world class institutions, we then forge and implement innovative financial strategies beyond the scope or capability of other firms. HFG often utilizes financial arbitrage, which is the practice of taking advantage of the price difference between two or more markets, striking the arrangement of a risk free profit at zero cost. After our programs undergo rigorous analysis, the end results consistently enrich our clients in ways they never envisioned possible.

For over seventeen years, our leading edge solutions have been of considerable benefit to:

  • Fortune 500 Companies
  • Taft Hartley Pension Funds
  • Large Companies and Institutions
  • Hospitals and Not-For-Profits
  • Universities and Unions
  • Small to Mid-Level Businesses
  • High Net Worth Individuals

  
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