Heritage Wealth Counselors is a Boonton Township, New Jersey-based multi-family office serving high-net-worth families. Its real estate work includes evaluating and structuring partnership and individual investments for family portfolios. It provides administrative and financial oversight for more than $200 million of assets. Alongside investment review and management, its family-office services include financial administration, trustee and back-office support, tailored to each family’s needs. For real estate sponsors, its distinguishing strength is the ability to assess, structure, document, and follow up on real estate investments, with its proprietary Compuport system consolidating performance reporting for family portfolio review.