Experiences
Fortitude built a family office
experience-fit for you
Most firms talk about services.
We prefer talking about Experiences.
Our team brings essential disciplines under one roof to give clients everything they need to execute visions for their futures. The families we work with want objective partners (not for-hire,“yes” people) supporting their financial plans. Sometimes, this means tough conversations and hard decisions.
We have the courage to do what’s right to maximize your financial future and help you execute your life’s purpose. That’s why we operate as Fortitude.
Investment Management
Goals-based investment management including:
Strategies for Growth, Risk Management, Tax Efficiency, & Market Volatility
Periodic & Systematic Rebalancing
Risk Tolerance Assessments & Cash Management
Tax Loss Harvesting
24/7 Reporting
Access to Private/Illiquid Investments – & more
Wealth Management
Comprehensive, fee-only advisory services including:
Family Balance Sheet Reporting
Capital Sufficiency Analysis
Property & Casualty Insurance Coordination
Mortgage & Debt Review
Life Insurance Review
Estate Plan Flowchart
Trust Review
Family & Heir Education
Personal CFO Services
Cloud-based systems to simplify onerous (often-ignored) financial tasks including:
Monthly Cash Account Reconciliation
Private Deal Coordination, Analysis, & Review
Cash Flow Forecasting
Loan Tracking & Amortization Scheduling
Investment Cost Basis Tracking
Payroll Processing for Household Employees
Credit Card Transaction Categorization – & more
Bill Pay
Estate, Gift & Tax
Sophisticated estate, gift & tax planning, fully operational & integrated tax practice:
Advanced Gifting Strategies & Philanthropy
Trust Design, Review, & Coordination
Entity and Personal Income Tax Compliance & Coordination
Gather Income Tax Data
Quarterly Estimated Tax Projections
Transaction Structuring
External K-1 & Partnership Return Reviews – & more