Heritage Trust

What Heritage Trust does

Heritage Trust was a New Mexico-based fiduciary services firm founded in 1994 that provided estate administration, investment programs, and family office services to high-net-worth individuals and families across the state. Operating primarily as Heritage Trust Company of New Mexico with offices in Taos, Santa Fe, and Albuquerque, the firm served a regional client base through a small specialized team (1-10 employees) including named trust officers Claire Gambacorta (AVP, Trust Officer) and Manuel Vigil (Senior Trust Officer), and was led by Fred E. Winter (Chairman, Board Chair & Chief Innovation Officer) and Daniel T. Montoya (President, CEO). Its business model centered on fee-based fiduciary administration and investment oversight for trusts, estates, and family office mandates, with client acquisition driven by referrals from the regional legal and financial advisor community.

On January 5, 2026, Heritage Trust was acquired by Adams Brown, a professional services platform, and rebranded to operate as Adams Brown Trust Solutions, Inc., an LLC. The transaction embedded the trust practice within a broader ecosystem spanning CPA, wealth management, and advisory services, opening cross-sell channels and back-office scale that a standalone boutique could not match. Following the rebrand, the firm launched segmented Trust Solutions service modules targeting individual clients, beneficiaries, and attorneys, formalizing differentiated service lines rather than relying on a single generalist offering.

The company's core technology stack and platform architecture were not disclosed in available materials, consistent with a traditional relationship-driven fiduciary practice. Revenue mechanics appear to follow industry-standard trust administration fee schedules (typically a percentage of assets under administration), with limited public visibility into client count, AUA, or fee levels. Customer concentration risk is structurally elevated given the boutique regional focus, and the firm's ability to scale hinges substantially on successful integration with Adams Brown's distribution platform.

Name

Heritage Trust

Legal name

Adams Brown Trust Solutions, Inc.

Website

https://htrust.com

Company type

Private

Founded year

1994

Operating status

Acquired

Headcount range

1–10 employees

Short description

Heritage Trust is a New Mexico-based fiduciary services firm founded in 1994 providing estate administration, investment programs, and family office services to high-net-worth individuals and families. Acquired by Adams Brown in January 2026, it now operates as Adams Brown Trust Solutions, Inc.

Ownership category

akta.pro rank

Product category

Trust Administration and Fiduciary Services

NAICS

Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)

SIC

Finance Services (6199)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Trust administration services
• Estate planning services
• Fiduciary services
• Probate administration
• Wealth management

Headquarters

HQ city

Taos

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Trust Administration Services: Fees for trust administration and fiduciary services including trust management, distributions, accounting, and beneficiary communications. Services provided to individuals and families who have established trusts.
2. Estate Planning Support Services: Coordination with estate planning professionals and attorneys to support estate plan execution, probate administration, and conservatorship services.
3. Integrated Wealth and Tax Advisory: Cross-sell opportunities through Adams Brown affiliates providing wealth management and tax services to existing trust clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Heritage Trust (now Adams Brown Trust Solutions) provides professional trust administration and fiduciary services to individuals and families in New Mexico. Its offerings include trustee and co-trustee services, estate planning coordination, probate administration, conservatorship services, and financial power of attorney services, delivered through in-person consultations and integrated with affiliated wealth management and CPA services.

Product overview

Heritage Trust (now Adams Brown Trust Solutions) is a trust solutions company that operates as a multi-service platform offering trust administration, fiduciary services, estate planning, wealth management, and tax planning. The core offering is trust administration with integrated services including trustee/co-trustee services, conservatorship, probate administration, and financial power of attorney. These services are delivered through three main modules: Trust Solutions for You (individual clients), Trust Solutions for Your Beneficiaries, and Trust Solutions for Attorneys. The company integrates with Adams Brown CPAs and Adams Brown Wealth Consultants to provide seamless access to trust, tax, wealth, and estate planning expertise through one point of contact.

Differentiator

Problem solved

Functional benefit

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Adams BrowncoreStrategic or Co-development Partner · 5 January 2026Heritage Trust Company of New Mexico was acquired by Adams Brown, a CPA and professional services firm. Adams Brown provides tax, audit, accounting, payroll, wealth management, and technology services. The acquisition enables Heritage Trust to offer expanded resources and integrated trust, tax, wealth, and estate planning services through a single organization.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Market position

Strengths4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heritage Trust