A complete list of active advisors currently associated with Fortitude Family Office

Warmer can help you find a great advisor at Fortitude Family Office or one who fits your needs even better.

Fortitude Family Office serves primarily high-net-worth individuals, families, and their related entities — including trusts, estates, foundations, and donor-advised funds — and also works with institutional clients and investors in pooled vehicles. The firm provides investment management, comprehensive wealth and financial planning, and family office services that can include tax compliance and consulting, entity-level accounting oversight, cash management, and bill-pay administration. Fortitude builds portfolios from customized Investment Policy Statements and implements asset allocation across separate accounts, ETFs and mutual funds, direct investments, and Fortitude-sponsored pooled vehicles (referred to as Access Vehicles). The firm selects and monitors sub-advisors, negotiates fees on clients’ behalf, and operates side-by-side management of separately managed accounts alongside private funds that pay incentive (performance-based) fees; managed account clients who invest in those funds do so through a separate share class for which fund-level management fees are not charged, though incentive fees apply. Compared with many peers, Fortitude combines traditional family office operational services — including custody-related activities such as bill pay, standing transfer authorizations, and maintenance of account login credentials for certain clients — with a private fund sponsor and adviser role (Fortitude Private Lending, L.P. and Fortitude Real Estate Credit, L.P.) and affiliated GP entities. This structure entails managing illiquid private credit and real estate-credit investments, valuation and liquidity considerations, and documented policies intended to address the conflicts that can arise from performance-based fees and fund-affiliate relationships.

To learn more about the advisors currently working at Fortitude Family Office, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.