Heritage Fund Group

Marty Hathaway

President & CEO of Heritage Fund Group

Marty Hathaway has over 21 years of experience in the financial world's exclusive Arbitrage niche. She began her career in Washington, D.C. as an arbitrage and insurance specialist. Partnering with several distinguished industry principals, she assisted in the development of innovative approaches for solving complex assets of Fortune 500 companies, businesses, and high net worth individuals and their families. As a leader in the development of life premium financial strategies, she has assisted affluent clients with wealth preservation, succession planning, and charitable giving.

Marty is also a member of the prestigious Million Dollar Round Table.

For the last 17 years Marty has collaborated with an affiliate program which uses premium finance to enable non-liquid clients to acquire permanent life insurance for estate planning needs. Using financed insurance and other leveraged trust strategies she has excelled in cultivating products and implementing methods for estate tax solutions, thus solidifying many inheritance tax issues. These results are also applicable in capital markets for specialized life and annuity products for the group pension space, underfunded benefit plans, high net worth individuals, and the institutional marketplace.

Marty also consults for a Longevity Based Investment Program involving bank guarantees and an actively managed life settlement portfolio. This alternative asset class offers above market returns on highly rated life insurance receivables.

Due to many of her associations with high net worth families and individuals. Marty is highly involved with the Secondary Art Market. She has access to Museum quality art works. Many of the Art works she has sold are rarely seen in the primary art market.

marty@heritagefundgroup.com

p. 703.409.8733