Custodians

of our clients'

best interests

EST. 2005

SERVING ULTRA-HIGH NET WORTH FAMILIES WITH THOUGHTFULNESS AND INTEGRITY

We recognize that significant wealth creates a complex mix of responsibility and opportunity. It’s why we empower our clients to make the most informed financial decisions for their lives and their legacy. Fortis provides ongoing, unbiased, strategic analysis of our clients' entire financial picture on a fee-only basis. Our commitment to integrity and transparency, coupled with our breadth of knowledge and resourceful spirit, ensure that our work is always in service to the best interest of our clients.

—The Fortis Team

About Us

Fortis Management Group provides family office services to ultra-high net worth families who seek an unbiased perspective. We are a team of expert generalists dedicated to providing highly customized client service, grounded in our core commitment to integrity and transparency.

The Foundation of Our Approach

Strategy

We provide ongoing, strategic analysis to facilitate proactive, informed decision-making.

Communication

Clear, concise communication is the core of our business. We bring clarity to complex situations, and always keep our clients informed.

Implementation

Once decisions are made, we manage and coordinate the process and keep all relevant parties up to date.

Oversight

Like a good quarterback, we have eyes on the entire field—ensuring complete, cohesive and seamless strategies remain relevant for a family’s evolving goals.

LEARN ABOUT OUR APPROACH

Our Services

Cash Management

Family Governance

Investment Administration

Philanthropy

Reporting

Risk Management

Tax

Trust and Estate

LEARN MORE

The Fortis Team

Jay Goldfarb

Founder / Managing Director

Nicole Bailey

Lead Client Advisor

Kathleen Trachy

Lead Client Advisor

MEET THE WHOLE TEAM

Richard K.

“They deliver – like Amazon – you touch a button and get what you need. Wherever you are is where they are.”

David C.

“Fortis is like Switzerland. They sit at the table with you and help you navigate all the other resources in your life – insurance, investment, tax, legal.”

Sleep Well

“I sleep well at night, knowing they have everything covered.”

Other Advisors

“My other advisors really like them, and really like working with them.”

Tools

“They give me the tools to make good decisions myself.”