Fortis Family Office

Vision for a Growing Future

Our Services

Like a vineyard, family wealth requires regular care and management. And as the falcon provides a tactical safeguard over vineyards, Fortis protects its clients against the threats to family wealth.

Family Office

  • Centralized gatekeeper for all financial affairs
  • Consolidated financial reporting
  • Real Estate oversight
  • Cash Management & Bill Pay
  • Coordination of financial activity
  • Concierge services
  • Leading technology solutions

Tax Advisory & Compliance

  • In-house preparation of personal, corporate, partnership and trust tax returns
  • Assist and coordinate quarterly estimated tax payments
  • Tax planning (including issues resulting from tax law changes)
  • Represent clients in front of IRS
  • Relocation analysis
  • Analyze impact of charitable giving

Investment Management

  • Total asset allocation
  • Performance reporting
  • Risk profiling and management
  • Integration of balance sheet
  • Integration of cash flow and liquidity needs
  • Investment policy statement

Wealth Planning

  • Holistic financial planning
  • Financial modeling
  • Asset protection planning
  • Legacy planning
  • Business succession planning
  • Family governance

Life. Handled.

Wealth creates complexity similar to a small business and Fortis Wealth fills the role of your personal executive team. We realize no two clients are the same. Our process begins by taking the time to deeply understand your unique circumstances, values, and goals. We then devise both strategic and tactical steps to address and balance those financial and life issues.

our process step 1

Pre-Discovery Meeting

our process step 2

Formal Discovery Meeting

our process step 3

Financial Audit and Investment Analysis

our process step 4

Presentation of Findings

our process step 5

Mutual Engagement Meeting

our process step 6

Advanced Planning and Continuous Oversight

About Fortis Family Office

Fortis favicon

Vision for today. Growth for life.

Our client partners know firsthand that our rich history as a trusted advisor and sounding board has resulted in an unparalleled perspective when it comes to managing wealth. Our philosophy is rooted in the belief that we serve as a steadfast compass, guiding you with confidence as you navigate life’s biggest decisions and milestones.

Fortis Insights Blog

October is Cyber Security Awareness Month! Week 4

Cyber Security First - Making Security A Priority by Dan Donnelly What does it mean to make cybersecurity a priority? ...

October is Cyber Security Awareness Month! Week 2

Phishing by Christina Belfiglio October 2021 Click here to download and/or print article PDF Phishing attacks account for more than ...

October is Cyber Security Awareness Month! Week 1

Week 1 - Be Cyber-Smart by Terri McDermott As we grow more dependent on technology, we need to develop better ...