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People · Banks
Jack Sullivan — CEO · Heritagewealth · North Palm Beach, Florida, United States.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Family Wealth Consultant with substantial experience in dealing with the oversight of a families total wealth which include the financial, social, and the emotional aspects. Specifically work on the family dynamics as it relates to fostering excellent communications and stewartship of the wealth in families. CEO of Family Office overseeing the investments, cash flow, estate and philanthropic planning for a wealthy family.
Specialties: Coordination within families to create successful outcomes in impacting their family, future generations and society through their philanthropy.
Experience
CEOCurrent
Heritage Wealth Counselors LLC · Boonton Township, NJ
Jan 1998 – Present
As CEO I oversee the operations of a family office and coordinate the facilitation of The Family Wealth Protection Process TM with several high networth families.