About Us
Heritage Private Wealth isn't your typical wealth advisory firm. We've spent 19 years helping families like yours figure out what happens to everything they've built. No jargon. No pretense. Just straightforward conversations about legacy, tax strategy, and making sure your values actually stick around after you're gone. We work with roughly 340 families across Romania—folks who've got serious assets and even more serious concerns about their impact. That's the only kind of client we really want anyway.
Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.
Our Core Values
The principles that guide everything we do
Clarity Over Complexity
We explain things the way we'd explain them to a family member. If you don't understand it after we've explained it three times, we find a different approach. That's on us, not you.
Independence First
We're not selling you products. Not pushing you toward specific investments or donation vehicles because they generate fees. You get recommendations based on what actually works for your situation.
Long-Term Thinking
Legacy isn't built in quarters. We think in decades. Your strategy should work for your kids and grandkids, not just look good on a spreadsheet this year.
Actual Results
Impact matters. We measure what we do. Foundation grants deployed. Tax savings realized. Charitable vehicles working as intended. Numbers that mean something.
Our Mission & Our Vision
Our Mission
To guide private families through intelligent philanthropic strategy that aligns their wealth with their values. We make complicated giving simple. We don't overcomplicate things or hide behind buzzwords. You get real advice from people who've done this work for decades, not theory from someone fresh out of school.
Our Vision
A world where generational wealth actually reflects what families believe in. Where your money doesn't just sit in accounts—it moves toward causes you care about. We're building that one family at a time, starting with honest conversations and ending with measurable impact.
Meet Our Team
The people behind Heritage Private Wealth
We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.
Alexandru Popescu
Founder & Principal Advisor
Founded Heritage in 2006 after 12 years at a traditional wealth firm. Holds certifications in estate planning and charitable giving strategy. Works directly with 67 families. Knows Romania's tax code better than most accountants.
Cristina Marinescu
Legacy Planning Specialist
Handles foundation setup and trust structures. Trained in Vienna under some of Europe's top philanthropic advisors. Speaks four languages. Focuses on families with complex multi-country assets. Obsessive about details—in a good way.
Mihai Ștefan
Impact & Strategy Director
Measures the actual results of giving strategies. Built our impact tracking system from scratch. Works with families to refine their charitable vision. Has a background in nonprofit management—understands how money actually gets used.
Our Story
Started back in 2006 when our founder realized most wealth advisors ignored the philanthropic side entirely. Just investment returns and tax brackets. Nothing about purpose. We decided to fill that gap. Early on, we worked mostly with established families in Brașov and Ploiești. Word spread. Over the years, we've expanded into Budapest, Bucharest, and beyond—but we've kept the same approach. Small team. Long relationships. Real expertise. We've guided families through foundation setup, donor-advised funds, and complex charitable trusts. Some clients have been with us since the beginning.
