IV Heritage

IV HERITAGE

A PRIVATE MEMBERSHIP FOR THE WORLD’S MOST INFLUENTIAL FAMILIES

IV Heritage is an exclusive, invitation-only community where ultra-high-net-worth families forge meaningful connections in a place of discretion and sophistication. Designed for those who value privacy and seek trusted relationships with like-minded peers, we provide unparalleled access to exceptional experiences, insightful discussions, and a network that truly understands the weight of legacy. Here, your time is safeguarded, your relationships are elevated, and your influence extends beyond wealth, into lasting impact.

30+ Curated Gatherings Each Year

100+ Meaningful Introductions Facilitated

1 All-Inclusive Annual Membership

Exclusivity Redefined
Where Legacy Takes Shape

IV HERITAGE CREATES UNPARALLELED EXPERIENCES

At IV Heritage, exclusivity is not just a concept, it’s a commitment. Our carefully designed gatherings and bespoke services provide an environment where like-minded individuals connect effortlessly, free from distractions or unsolicited pitches. Every moment is designed to enrich both your personal and professional world.

IV HERITAGE TURNS CONNECTIONS INTO LEGACIES

True wealth is measured not just in assets, but in access: to insight, opportunity, and the right people. Every member benefits from a dedicated Client Relationship Manager, facilitating introductions to like-minded peers who share similar values and long-term aspirations. Through private investment circles and peer-led discussions, families gain direct access to the wisdom of those who have successfully built, preserved, and transitioned generational wealth.

YOUR PATH TO EXCELLENCE STARTS HERE

IV Heritage is for those who think in generations, not quarters. We offer an invitation-only network where your time is safeguarded, your circle is strengthened, and every interaction enhances your journey towards lasting legacy.

TRUSTED BY 300+ UHNW MEMBERS WORLDWIDE

Principal, Single-Family Office

“THE CURATED EXPERIENCES YOU PROVIDE ARE A BREATH OF FRESH AIR FOR OUR COMMUNITY. WE WERE TIRED OF EVENTS THAT ONLY FOCUSED ON SALES. AT IV HERITAGE, WE FINALLY FOUND A PLACE THAT RESPECTS OUR TIME AND TRULY UNDERSTANDS OUR NEEDS.”

Principal, Single-Family Office

“Discretion and strategic value in a family office network are rare. IV Heritage provides a setting for open, high-level discussions, and its investment circles have shaped our portfolio strategy. Truly the gold standard for private family office engagement.”

Founder & Principal, Family Office

“IV Heritage has created a space where female leaders connect, exchange ideas, and drive
meaningful conversations. The peer-led discussions provide both inspiration and insight, while the broader network offers access to families and decision-makers who value diverse perspectives.”

Principal, US-Based Single-Family Office

“IV Heritage fills a crucial gap in the family office space a truly private, global community fostering cross-border relationships. Based in the US, I sought connections across Europe, the Middle East, and Asia. The seamless introductions and access to key financial hubs have been invaluable. IV Heritage isn’t just a network; it’s a bridge between family offices worldwide.”