Fortis Family Office

Fortis Family Office has worked with families to guide, protect and grow their financial future for over a century. Our Family Office approach of understanding our clients entire financial picture is rooted in not simply focusing on investable assets, but an integrated approach to maximize results. This makes Fortis well positioned to add significant value and customized solutions in the areas of tax, estate planning, cash flow management, wealth management and philanthropic endeavors. Fortis Advisors, LLC is a Pennsylvania-based investment advisor registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940. Past performance does not guarantee...

Tax planning & preparation,risk management,financial reporting,trust & estate planning,asset protection services,capital services,concierge services,and investment management

Fortis family office operates in the Financial services industry.

Fortis family office's revenue is 11m - 100m

Fortis family office has 11 - 50 employees.