Fortis Family Office
Fortis Family Office provides comprehensive family office services as a centralized gatekeeper for high-net-worth families' financial affairs.
Fortis Family Office
Fortis Family Office provides comprehensive family office services as a centralized gatekeeper for high-net-worth families' financial affairs. It offers tax advisory and compliance, investment management focused on total asset allocation, performance reporting, and risk management, as well as wealth planning encompassing holistic financial modeling, asset protection, legacy planning, and business succession. The firm also handles consolidated reporting, real estate oversight, cash management, and concierge services to integrate clients' balance sheet, cash flow, and liquidity needs.
General information
Firm type
Family Office (Unspecified)
Year founded
1913
AUM
—
Location
Region
—
Country
—
City
Wayne
Corporate office
—
Frequently asked questions
What is Fortis Family Office?
Fortis Family Office is a family office (unspecified) headquartered in Wayne.
When was Fortis Family Office founded?
Fortis Family Office was founded in 1913.
Where is Fortis Family Office headquartered?
Fortis Family Office is headquartered in Wayne.
What does Altss track for Fortis Family Office?
Altss maintains an OSINT-verified profile of Fortis Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Fortis Family Office?
Fortis Family Office is classified by Altss as a Family Office (Unspecified).
How does Altss source intelligence on Fortis Family Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Fortis Family Office?
Fortis Family Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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