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 client’s 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 future results.
Please visit https://fortisfamilyoffice.com/disclosures/to see our LinkedIn Disclosure.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 656 E Swedesford Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Tax Planning & Preparation, Risk Management, Financial Reporting, Trust & Estate Planning, Asset Protection Services, Capital Services, Concierge Services, Investment Management.
- HQ
- Wayne, Pennsylvania
Fortis Family Office Questions
Fortis Family Office's website is http://www.fortisfamilyoffice.com
Fortis Family Office's LinkedIn profile is https://www.linkedin.com/company/fortisfamilyoffice
Fortis Family Office has
14 employees.
View email and phone details for 14
employees at Fortis Family Office.
Fortis Family Office's industry is
Financial Services
Fortis Family Office's top competitors are
Gryphon Investors,
Magis Financial Partners,
The Atlantic Foundation,
Fairman Financial,
Koleda Capital Llc,
Hnw Capital Management Ag,
Cornerstone Family Office,
Independence Asset Advisors,
Winbridge Partners Llc,
Jason R. Mcwilliams, Cpa, Pllc.
Fortis Family Office's categories are Financial Services
Fortis Family Office's founding year is 1913
