Advisor at Fortitude Family Office
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fortitude Family Office
Location
Scottsdale, AZ 85256
Credentials
PFS™, Series 65
Industry experience
10 years
Geoffrey Tran is a financial advisor at Fortitude Family Office with 10 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes seven years at Tolleson Wealth Management, Inc., and roles at GFTO Group LLC and Fortitude Family Office. Fortitude Family Office serves primarily high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth and family-office services, and tax compliance and consulting. The firm employs a client-specific investment approach combining macro and micro research, and integrates tax and operational coordination for complex family client structures.
Based on Fortitude Family Office
Based on Fortitude Family Office
0.15% to 1% per annum based on amount of assets under management
Hourly fees generally range from $270 to $600 per hour
Incentive fees charged by two Funds: Fortitude Private Lending, L.P. and Fortitude Real Estate Credit, L.P.
Minimum fee: Fixed fees generally range between $20,000 to $1,500,000 per annum Fee-only: Fixed fees ($20,000 to $1,500,000 per annum), hourly fees ($270 to $600 per hour), and percentage of net worth fees (details not specified)
7500 N Dobson Rd, Suite 151
Scottsdale, AZ 85256
Arizona · Texas
Fortitude Family Office, LLC
2024 - Present (2 years)
Fortitude Family Office LLC
2022 - Present (4 years)
GFTO Group LLC
2020 - 2021 (1 year)
N/a
2019 - 2020 (1 year)
Tolleson Wealth Management, Inc.
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
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CFP®, Series 63, Series 66
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Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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