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