Built to manage the big picture and day-to-day personal finance

The “family” in Fortis Family Office means we look at your entire financial picture to develop strategies for everyone in your life. No task or problem is too small for us to handle.

  • Centralized gatekeeper for all financial affairs, overall coordination of assets and accounts
  • Consolidated financial reporting (personal and entities)
  • Cash flow reporting, forecasting and budgeting (personal and entities)
  • Bill payment
  • Oversight of personal and investment real estate
  • Cash and debt management
  • Coordination of financial activity between family members
  • Concierge services – You will have a hard time coming up with a task that we haven’t already addressed over the years.
  • Industry leading technology solutions

The complexity of managing, protecting and growing family wealth has evolved to address a range of challenges and needs. Managing the personal affairs of family members by providing support around financial and lifestyle goals is a major benefit of the family office concept.

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