Integrated planning and investment strategies for now and your future

Fortis Family Office wants your wealth to follow you through life and beyond. Using state-of-the-art digital tools and data analytics, we fine-tune your strategy based on your goals.

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

The decisions you make today impact your family’s future net worth. Income and expense projections and seeking the best terms for mortgages, loans, and more are just a few services under the Wealth Planning umbrella. Protection of assets and legacy planning can protect your family, business and property for current and future generations.

Our Services

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

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

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