HeirWealth announces partnership with HTL Private Office

Australian-based wealthtech HeirWealth has announced a new partnership with HTL Private Office to expand its platform offering to advisers and high net worth clients.

“This partnership provides HTL Private Office with a truly centralised source and view of their clients’ family wealth position, enabling greater insights and tailored services to be delivered, especially helping with the Great Wealth Transfer families are now going through,” said Ray Tubman, Founder & CEO of HeirWealth.

“By simplifying data consolidation and minimising manual effort, HeirWealth empowers advisers to manage wealth seamlessly and create opportunities for deeper client relationships to be developed,” said Mr Tubman.

Vasco Duarte, Co-Founder and Co-Owner of HTL Private Office, said “The partnership marks a significant step forward in our vision to provide high-net-worth families with more strategic and bespoke solutions while navigating them through the intergenerational wealth transition.

“Our clients’ needs are becoming more complex, and this partnership enables us to stay ahead of the curve, providing them with the insights and services they need to navigate the evolving landscape.

“As we move into a new era of wealth management, this partnership will allow us to offer an even more tailored and seamless experience for our clients, empowering them to make well-informed, long-term decisions for their families and businesses,” said Mr Duarte.

HTL Private Office is part of the HTL Property Group and specialises in providing bespoke advice in structured finance for the acquisition of residential and commercial real estate, new business ventures, and investments across all asset classes.

“We recognise that for many of our clients, preserving their wealth is just as important as growing it,” said Mr Duarte.

“Our approach is centred on understanding their goals and objectives—whether it’s securing an opportunistic acquisition, ensuring steady investment returns, managing intergenerational wealth transfer, or carefully navigating market risks—so they can confidently make informed financial decisions.

“When we provide advice and insights, our clients benefit from the knowledge of our seasoned team at HTL Private Office and our trusted partners, ensuring they receive expert guidance across all their portfolios, regardless of the asset class,” said Mr Duarte.

HeirWealth provides a comprehensive view of assets and liabilities spanning 40 different classes—including traditional investments like shares, funds and property, as well as non-traditional assets such as collectibles.

“The HeirWealth platform helps accountants and advisers to capitalise on the Great Wealth Transfer, by enriching long-term client relationships through actionable data insights, a sophisticated user experience, and relationship building tools to engage clients and their families,” said Mr Tubman.

“The platform connects seamlessly with 20,000 financial institutions globally, automating the aggregation of wealth data into its comprehensive registry platform.

“It offers customisable white-label solutions for financial advisers, wealth managers, accountants, lawyers, and other professionals,” said Mr Tubman.