HERITAGE PRIVATE EQUITY Partners
Based in Houston, Texas, Heritage Private Equity Partners is a private equity firm focused on identifying and capitalizing on real estate market imbalances and reliable franchise brands. Our firm is led by a well-rounded senior management team with deep and complementary backgrounds in large-scale property management, investment banking, principal ownership and investment management.
Heritage follows a proven methodology for uncovering and acquiring opportunities for our investors. Our process is straightforward and effective – we leverage the inefficiency of the private market to identify and capitalize on highly-qualified investments.
ASSETS IN ORDER
AIO is a Software as a Service (SaaS) company focused on digital and personal asset planning and protection. The heart of our cloud-based platform is the patented Legacy Lockbox™ data storage, security and distribution solution. Every asset planned or provided via Assets In Order is organized and distributed within this 256-bit, double encrypted software solution.
Heritage Insures is a financial services firm focused on expanding the awareness and market penetration of insurance and retirement products offering Living Benefits and indexed investment strategies.
Stanfield-Harris Restaurant Group
The Stanfield-Harris Restaurant Group (SHRG) is a privately owned, multi-brand dining and hospitality corporation based in Houston, Texas. We specialize in providing comfort food favorites, and leverage an exclusively business-to-business operating model. SHRG’s holdings include a growing collection of mobile restaurants with plans for brick and mortar locations in the works. Our mobile division boasts one of the most sought after mobile culinary companies in the Houston market, and has doubled its initial fleet presence in less than 24 months..
ADVANCE WORLDWIDE Services
Advance Worldwide Services is a management consulting firm specialized in providing real estate owned (REO) asset management and disposition for large-scale clients including corporations, financial institutions, and government agencies.
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8588 Katy Fwy., Ste. 445
Houston, TX 77024