Who We Are

Fortis Management Group provides fee-only family office services focused on helping ultra-high net worth families make informed, strategic financial decisions. In our view, helping clients achieve their personal and financial goals is not just a professional responsibility—it is a privilege. We know that being invited into a family’s inner circle requires more than proven financial expertise. It demands unbiased perspective, constant communication, and a deep trust that must be earned from one generation to the next.

We are a team of resourceful expert generalists—skilled at providing analysis across the entire spectrum of a family’s finances. We work in harmony with our clients and their advisors to enable integrated and thorough decision-making. In addition to technical acumen, each member of our team brings the highest level of integrity, customer service and transparency to every task and responsibility. Part co-pilot, part steward, part coach, and always an ally, we are fully vested in helping our clients navigate complex scenarios, embrace opportunities, and sleep better at night.

Fortis is now part of Emigrant Bancorp, Inc and serves as the cornerstone of Emigrant Family Office, a dedicated platform designed to deliver specialized, non-investment family office services to ultra-high-net-worth families and the advisors who support them.

This partnership reflects a shared vision: combining Fortis’s deep expertise in family office services with Emigrant’s broader ecosystem of financial capabilities. Together, we offer families access to a more integrated and coordinated set of solutions—while preserving the independent perspective and client-first approach that defines Fortis.

Through Emigrant Family Office, clients benefit from expanded resources and institutional depth, including connectivity to a network of specialized businesses and professionals dedicated to addressing the increasingly complex needs of significant wealth.

While our platform has expanded, our philosophy remains unchanged. We continue to operate as a trusted partner—bringing clarity to complexity, coordinating across advisors, and providing disciplined oversight across financial reporting, cash management, governance, and planning.

Our role is to help families navigate change with confidence, simplify decision-making, and stay focused on what matters most—today and across generations.