FORTIS MANAGEMENT GROUP

Fortis stands with our clients throughout the entire investment lifecycle. We start with account opening and subscriptions documents, continue with overseeing transfers, capital calls & distributions, and then calculate independent performance and record relevant investment details. By tracking performance, timing, cash flow and tax impact we are able to inform clients where they stand and which areas require focus from investment managers and family members... 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..

Also known as: Fortis Management Group LLC

Primary location: Waltham United States