Family Office

Fortis Wealth has harnessed its more than 100-year history and experience of working with families to share our accumulated wisdom and perspective with our clients. This includes our focus on delivering a return on investment, and equally important, a return on life.

Fortis Wealth’s team of independent, experienced and loyal professionals has earned the role as THE trusted advisor to our client partners.  Your Fortis Wealth team serves as your resource for all financial decisions, providing the following services:

  • Accounting & Finance
  • Tax Planning & Compliance
  • Wealth Planning
  • Estate Planning
  • Family Philanthropy
  • Risk Management
  • Personal Concierge & Lifestyle Management
  • Family Governance
  • Investment & Portfolio Management