HTL Private Office Partners with HeirWealth to Enhance Wealth Management Services

HTL Private Office has announced a strategic partnership with HeirWealth, an Australian-based wealth tech platform, to enhance wealth management services for high-net-worth clients.

This partnership enables HTL Private Office to offer a more centralised view of clients’ family wealth, helping advisers deliver tailored insights and solutions, particularly in navigating the complexities of the Great Wealth Transfer.

“Our clients are facing increasingly intricate financial landscapes,” said Vasco Duarte, Co-Founder of HTL Private Office. “This collaboration allows us to stay ahead of the curve and deliver bespoke strategies that empower clients to make informed, long-term decisions.”

Ray Tubman, Founder and CEO of HeirWealth, shared, “At HeirWealth, our mission is to revolutionise family wealth transfers by providing finance professionals with unparalleled visibility into their clients’ assets. This partnership will give HTL Private Office the tools it needs to manage wealth seamlessly, offering actionable data insights that strengthen relationships with clients and their families.”

HeirWealth’s platform offers a comprehensive view of assets across 40 asset classes, from traditional investments like shares and property to non-traditional assets like collectibles. The platform integrates with over 20,000 financial institutions globally, streamlining data aggregation and offering customisable solutions for advisers, accountants, and other professionals.

“At HTL Private Office, we’re focused on understanding each client’s unique needs—whether it’s wealth preservation, navigating intergenerational wealth transfer, or managing market risks,” said Mr. Duarte. “This partnership ensures we continue providing our clients with expert guidance and strategic solutions.”

The collaboration with HeirWealth aligns with HTL Private Office’s commitment to delivering strategic solutions in real estate, business ventures, and investments across all asset classes.