{"id":35718,"date":"2023-07-30T15:44:46","date_gmt":"2023-07-30T22:44:46","guid":{"rendered":"https:\/\/fortitudefo.com\/?page_id=35718"},"modified":"2024-01-16T12:28:06","modified_gmt":"2024-01-16T19:28:06","slug":"experiences","status":"publish","type":"page","link":"https:\/\/fortitudefo.com\/experiences\/","title":{"rendered":"Experiences"},"content":{"rendered":"
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Experiences<\/h2>\n\n\n\n

Fortitude built a family office
experience-fit for you<\/h1>\n\n<\/div>\n<\/div>\n\n
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Most firms talk about services.<\/h2>\n\n\n\n

We prefer talking about Experiences<\/strong><\/mark>.<\/h2>\n\n\n\n

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,\u201cyes\u201d people) supporting their financial plans. Sometimes, this means tough conversations and hard decisions.<\/p>\n\n\n\n

We have the courage to do what\u2019s right to maximize your financial future and help you execute your life\u2019s purpose. That\u2019s why we operate as Fortitude<\/mark><\/strong>.<\/p>\n\n<\/div>\n<\/div>\n<\/section>\n\n

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Investment Management<\/h2>\n\n\n\n

Goals-based investment management including:<\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Strategies for Growth, Risk Management, Tax Efficiency, & Market Volatility<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Periodic & Systematic Rebalancing<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Risk Tolerance Assessments & Cash Management<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Tax Loss Harvesting<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>24\/7 Reporting<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Access to Private\/Illiquid Investments – & more<\/span><\/p>\n\n<\/div>\n\n

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Wealth Management<\/h2>\n\n\n\n

Comprehensive, fee-only advisory services including:<\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Family Balance Sheet Reporting<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Capital Sufficiency Analysis<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Property & Casualty Insurance Coordination<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Mortgage & Debt Review<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Life Insurance Review<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Estate Plan Flowchart<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Trust Review<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Family & Heir Education<\/span><\/p>\n\n<\/div>\n\n

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Personal CFO Services<\/h2>\n\n\n\n

Cloud-based systems to simplify onerous (often-ignored) financial tasks including:<\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Monthly Cash Account Reconciliation<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Private Deal Coordination, Analysis, & Review<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Cash Flow Forecasting<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Loan Tracking & Amortization Scheduling<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Investment Cost Basis Tracking<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Payroll Processing for Household Employees<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Credit Card Transaction Categorization – & more<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Bill Pay<\/span><\/p>\n\n<\/div>\n\n

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Estate, Gift & Tax<\/h2>\n\n\n\n

Sophisticated estate, gift & tax planning, fully operational & integrated tax practice:<\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Advanced Gifting Strategies & Philanthropy<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Trust Design, Review, & Coordination<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Entity and Personal Income Tax Compliance & Coordination<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Gather Income Tax Data<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Quarterly Estimated Tax Projections<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>Transaction Structuring<\/span><\/p>\n\n\n\n

\n <\/path> <\/g> <\/svg> <\/span>External K-1 & Partnership Return Reviews – & more<\/span><\/p>\n\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"

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,\u201cyes\u201d people) supporting their financial plans. Sometimes, … Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":36213,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"_links":{"self":[{"href":"https:\/\/fortitudefo.com\/wp-json\/wp\/v2\/pages\/35718"}],"collection":[{"href":"https:\/\/fortitudefo.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/fortitudefo.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/fortitudefo.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fortitudefo.com\/wp-json\/wp\/v2\/comments?post=35718"}],"version-history":[{"count":54,"href":"https:\/\/fortitudefo.com\/wp-json\/wp\/v2\/pages\/35718\/revisions"}],"predecessor-version":[{"id":36569,"href":"https:\/\/fortitudefo.com\/wp-json\/wp\/v2\/pages\/35718\/revisions\/36569"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fortitudefo.com\/wp-json\/wp\/v2\/media\/36213"}],"wp:attachment":[{"href":"https:\/\/fortitudefo.com\/wp-json\/wp\/v2\/media?parent=35718"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}