About Us
Look, we've been doing this for a while now. Family wealth isn't just numbers on a spreadsheet. It's conversations around dinner tables, decisions that affect three generations, and sometimes arguments nobody saw coming. That's why we exist. We sit down with families—not corporations—and figure out how to keep what you've built from falling apart when things get complicated. Our clients aren't looking for slick presentations. They want someone who speaks plainly about money, taxes, and what happens when you're gone. We do that. Based right here in Galați, we've watched enough family situations to know what works and what doesn't.
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 Mission & Our Vision
Our Mission
We help families structure their wealth so it survives them. No jargon. No unnecessary complexity. Just honest guidance on protecting what matters most and making sure your kids aren't fighting over documents in five years.
Our Vision
A world where family wealth strengthens relationships instead of breaking them. Where the next generation actually understands what they inherited and why. Where your legacy does what you intended—nothing more, nothing less.
Meet Our Team
The people behind Heritage Estate Planning
We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.
Nicolae Dragomir
Founder & Lead Advisor
Started this 13 years ago after watching one too many families inherit chaos instead of wealth. Handles the complicated family situations nobody else wants to touch. Has been known to turn down business if the fit isn't right.
Cristina Popescu
Senior Estate Planner
Catches the details everyone else misses. Speaks four languages and has a talent for asking the questions families don't want to answer but absolutely need to. Nine years with Heritage.
Andrei Vasile
Tax & Structure Specialist
The person who makes sure your plan actually survives contact with Romanian tax law. Former government auditor who now uses that knowledge to protect families instead. Joined us five years ago.
Our Core Values
The principles that guide everything we do
Straight Talk
We don't dance around hard truths. If your plan has holes, you'll hear it from us. If something's working, we'll tell you that too.
Family First
Your family's interests always come before paperwork efficiency. We've seen what happens when people prioritize process over people. That's not us.
Long-Term Thinking
We're not here to sell you annual retainers you don't need. We structure things so they work for 20 years, not so you keep coming back unnecessarily.
Privacy
Your family business stays your family business. We don't discuss clients. We don't name-drop. That trust is everything.
Our Story
Started 13 years ago because I got tired of watching families mess things up through no fault of their own. Hired my first colleague after realizing one person couldn't handle the demand. We've stayed small intentionally. Bigger isn't better when you're dealing with people's families and futures. Built our reputation by actually answering the phone, showing up to meetings, and remembering details that matter. Never advertised much—most of our clients come from referrals. That says something about whether we're doing this right.
Company founded with a team of 3 passionate professionals
Expanded services and reached 500+ satisfied customers
Opened new headquarters and doubled our team size
Celebrated serving over 2,000 clients with 98% satisfaction rate
Our Approach
Our approach combines proven methods with modern tools. We start with discovery, align on goals, plan clearly, and execute with quality checks at every step.