Our approach encompasses a comprehensive range of services to provide tailored, balance sheet-level guidance, ensuring that every aspect of your financial strategy is aligned for long-term success and stability, including:
Public & Private Investments
Tax & Fee Efficiency
Pre-Liquidity Planning
Estate Planning
Strategic Philanthropy
Multigenerational Planning
Professional Team Coordination
We enable clients to allocate capital to fund the personal, social, and family motivations most important to them.
Fortress Financial Planning’s process provides the transparency to help our clients understand the role, purpose and return of each asset in their strategy. Developed by our principals, our wealth planning process provides a single pane through which Fortress families chart the future of their experience with wealth.
Our clients can observe and mark progress toward life objectives, reflect on previous accomplishments, and efficiently share information with their families and professional teams. Each client strategy is unique, informed by the family’s particular spending needs and intentions.
Step 1
Purpose-driven investing should direct the wealth strategy.
Expect adversity and know how to respond to it. We can’t predict the future, but we can prepare for it.
Step 2
Establish financial protection for what you can’t live without, and embrace higher risk assets for long dated or discretionary pursuits.
Step 3
Know where and how to apply risk to pursue expected returns.
Step 4
Provide the context and guidance that allows you to make well informed tradeoffs.
Step 5
Orchestrate the implementation of your strategy and direct the advisory team.
Step 6
Design your plan with a global investment perspective, considering all assets, resources, and liabilities.
Step 7
Apply wealth intergenerationally to improve expected tax outcomes and transfer of family values.
Step 8
Support your plan with an academic, evidence-based approach to investing.