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About

Heritage Partners does not hold or manage your assets.
 We preserve the structure that allows them to be located. 

For individuals with assets in Korea, organizing those assets typically involves working with multiple professionals—tax advisors for tax matters, attorneys for legal issues, and private bankers for financial management.

Heritage Partners plays a different role by consolidating the existence and access structure of all assets into a single, integrated framework.

Single Point of Contact with an International Professional Network 

As asset structures grow more complex, legal, tax, and accounting professionals often operate in silos.

Heritage Partners serves as a single point of contact, bringing these professionals together and coordinating their efforts within a unified framework.

We maintain an established network of professional partners, including:

  • Korean law firms
  • U.S. law firms
  • Tax advisory firms
  • Accounting firms

Leveraging this network, we provide comprehensive advisory and execution support across all aspects of asset management, including inheritance, gifting, trusts, cross-border assets, digital assets, and corporate structuring.

This integrated approach allows clients to manage complex international asset structures and a wide range of legal and tax considerations through a single, coordinated channel.

Our Principles

Confidentiality

All information is treated as confidential from the outset, even prior to engagement.

Conflict of Interest Prevention

We operate independently, free from any external interests or influences.

Long-Term Perspective

We focus on structuring and preserving family wealth over the long term, rather than pursuing short-term gains. 

Contingency Planning

We operate within a system that is designed in advance to ensure the secure transfer of information in the event of unforeseen circumstances. 

Would you be open to a confidential discussion regarding your asset structure? 


All consultations are conducted on a strictly confidential basis.
There is no requirement to disclose asset size or detailed information at the initial stage.