Our Company

The Family Heritage Trust Company provides individualized investment management and personal trust services. Founded by a group of financial professionals, attorneys and CPAs from the region, Family Heritage Trust is a locally based chartered trust company.

With the continued consolidation of the banking industry and reduction of trust services and investment management offerings, the company is responding to the need for specialized administration of individual, family and institutional trusts and desire for fee based advisory services tailored to retirees and family members facing life challenges.

With clients from across Maryland as well as Northern Virginia, West Virginia and south central Pennsylvania, Family Heritage Trust offers a range of fiduciary and wealth management services designed to simplify complex financial challenges.