Trusted. Experienced. Skilled. Compassionate.

Heritage Trust is a leading independent trust company, regulated by the BC Financial Services Authority (BCFSA), a government agency of the Province of British Columbia.

We provide effective and compassionate professional fiduciary services to clients across British Columbia, including acting as executor, trustee, power of attorney, committee, escrow agent, and family office representative. Heritage Trust is one of the fastest-growing non-deposit-taking trust companies in the province.

Our focus is on estates and trusts involving complex and sensitive issues. Administering an estate or acting as attorney can be time-consuming, emotionally demanding, and legally intricate – particularly during periods of illness, incapacity, or loss.

Heritage Trust brings deep expertise in managing estates that include operating businesses, navigating high-conflict family dynamics, and supporting beneficiaries facing mental health or substance use challenges. We are particularly experienced in administering disability and Henson trusts, ensuring that vulnerable beneficiaries receive skilled and personalized care.

We help families and stakeholders move forward with clarity, compassion, and confidence during difficult times.

Why Choose Heritage Trust?

1. We Ensure Your Wishes Are Carried Out

  • We collaborate with you and your professional advisors to design customized solutions.
  • We plan for the worst and manage for the best.
  • You can have peace of mind knowing that your wishes will be carried out correctly and effectively.

2. We Are Experts in What We Do

  • Our team possesses deep knowledge, technical expertise, and years of direct experience in legal, tax, and family enterprise matters.
  • We are established, skilled, experienced, and highly respected professionals in our field.

3. We Specialize in Complex Family Dynamics

  • We have extensive experience working with individuals, families, and businesses undergoing transitions or experiencing high conflict.
  • We are adept at assisting beneficiaries with disabilities, including mental health and substance use challenges.
  • We are skilled at managing complexity and successfully guiding people and organizations through conflict to resolution.

For more information or to schedule a consultation, please contact us here.