Flexible, adaptable, and
adjustable plans to fit your needs
Fortress Financial Planning was established to serve affluent families and the intricate requirements of complex wealth structures. While no two client cases are identical, our extensive experience has enabled us to develop a suite of programs that tailor our approach to creating unique wealth experiences for each client.
Privately Held Business
Family businesses, from the first generation onward, frequently drive the creation of family wealth. Fortress Financial Planning’s unique approach equips business owners with the insights and tools necessary to develop a resilient, diversified structure. It also helps them assess opportunities for effectively utilising business equity, either as an immediate resource or as part of a legacy.
Transaction Planning
Whether you are in the early stages of considering a business transaction or fresh off a successful transaction event, Fortress Financial Planning offers the planning architecture to empower you to deploy these hard-earned cash flows efficiently and productively.
Executive Planning
Human capital is often the most essential source of expected liquidity for a family. Fortress Financial Planning’s delivery is specialised for clients with high earnings or earning potential and concentrated equity exposure to anticipate future assets and liabilities and to build protection to insure against interruptions to returns on human capital.
Life Event
Adverse life events can impact financial stability, but they don't have to obstruct future prosperity. Fortress Financial Planning supports clients experiencing relational transitions by helping them assess trade-offs and identify strategies to achieve a new financial equilibrium.
Strategic Philanthropy
Many families set up charitable foundations but then face challenges in choosing a cause or finding a suitable grantee. Others may give without a clear sense of purpose. Fortress Financial Planning's Strategic Philanthropy service helps streamline the planning aspects of charitable giving and equips clients with the philosophy and tools needed to establish a focused philanthropic mission. This program is also tailored to meet the needs of institutional private foundations.
Estate Planning
Your family's wealth serves not only as a foundation for current well-being and fulfilment but also as a cornerstone for an endowment that benefits future generations. Fortress Financial Planning's estate planning knowledge can factor in strategies for the next generation and mechanisms for efficient capital transfer, which evolve into their own distinct legacies.
Family Services
Your family's wealth encompasses various forms of capital: financial, intellectual, human, and social. At Fortress Financial Planning, we focus on engaging the next generation and facilitating family meetings to ensure that all forms of capital are cultivated and utilised effectively and purposefully. Our advisors also dedicate themselves to enhancing financial literacy and developing the necessary skills in the next generation to manage and apply their resources wisely.
Inheritance
At Fortress Financial Planning, we collaborate with our clients to create lasting legacies and benefit from the bequests of their predecessors. Our distinctive platform enables your financial strategy to incorporate expected cash flows from inheritances and tailor your planning accordingly.