Frank Soler Email & Phone Number

I lead the Fortez Group, a family office group that provides comprehensive real estate services for families. We've utilized a mix of consulting, accounting and real estate backgrounds to build a platform that helps families grow, manage or preserve real estate wealth. Since our focus is on families, not institutional or corporate clients, our model and services touch all aspects of family planning. We work closely with CPAs, Financial Advisors, Attorney's and others that support our clients overall planning. For some families, we operate as a Real Estate Family Office, coordinating all real estate related investment, management, and tax strategies to meet their full planning and portfolio needs. For others, we help by providing targeted capital, management or advisory services. I'm a proud supporter and Torch Fund Committee member of Chaminade High School, a member of Northwell Health's Estate Planning Committee, and Board Member of the Oyster Bay Main Street Association. Prior to starting The Fortez Group, I spent almost a decade advising public and private companies in Corporate M&A Transactions (Deloitte, Amwell), and spent time in Commercial Real Estate brokerage.

Listed skills include Teamwork, Leadership, Risk Management, Microsoft Excel, and 3 others.