Fortis Family Office

Fortis Family Office

Fortis Family Office was founded in 1913 and is anchored in Wayne, Pennsylvania, with Derek Boles as President and Chief Investment Officer. The firm functions as a centralized gatekeeper for high-net-worth families' financial affairs, bundling tax advisory, holistic financial modeling, performance reporting, and risk management into a single integrated service. From its earliest days, Fortis has structured itself around total balance-sheet oversight rather than pure investment management, a lineage that still defines its practice. The firm's investment posture spans direct real estate sponsorship, co-investments, and special purpose vehicles, with a particular emphasis on mixed-use development. Its deployment arm operates through dedicated vehicles including Fortis Capital Real Estate Fund, Fortis Capital North Broad OZ, and Fortis Capital Murphy OZ — the North Broad Street entity signaling active positioning in the Philadelphia Opportunity Zone market. Confirmed capital markets exposure includes positions in World Currency Gold Trust and SPDR Gold Trust, suggesting a hard-asset overlay to its broader allocation framework. The geographic focus remains concentrated in the United States, with evidence of deepening commitment to the King of Prussia and Greater Philadelphia corridor. Alongside Derek Boles, the team includes Managing Partner Randall Hubschmidt, who leads the real estate fund, and Family Wealth Advisor Adriana D'Alessandro. The firm participates in local professional networks including the Main Line Chamber of Commerce and maintains leadership connections at The American College of Financial Services. An affiliated philanthropic structure — the Sandy Rollman Ovarian Cancer Foundation — was co-founded by D'Alessandro, while the EBOD Foundation represents an additional charitable vehicle associated with the office. Fortis operates less as a traditional single-family office and more as a multi-generational financial architecture firm, combining direct balance sheet investment with family-office services typically fragmented across outside counsel and tax advisors. Its longevity — more than a century in operation — makes it one of the oldest family offices still operating under a centralized fiduciary model, a structural differentiator that distinguishes it from the modern, manager-selection-focused family offices that have proliferated since the 1980s.