Fortitude Family Office

Fortitude Family Office serves primarily high‑net‑worth individuals, families and their related entities—including trusts, estates and family operating companies—as well as charitable organizations, foundations and donor‑advised funds, providing investment management, comprehensive wealth management and family office services. The firm also offers tax compliance and consulting services (tax planning and tax return preparation) and performs administrative functions such as cash management, bill‑pay oversight and consolidated reporting.

Acting as a de facto chief investment office for its families, Fortitude develops individualized Investment Policy Statements and implements diversified portfolios through separate accounts, ETFs, direct investments and, where appropriate, Fortitude‑sponsored pooled vehicles. The firm conducts due diligence and ongoing monitoring, employs committee approvals for portfolio investments, manages both discretionary and non‑discretionary mandates, and typically reports on a fully consolidated basis while considering clients’ full net worth; as of December 2025 it reported approximately $1.0 billion in assets under management and an additional $266 million in assets under advisement.

What distinguishes Fortitude from many peers is its role as a sponsor and adviser to private funds—Fortitude Private Lending, L.P. and Fortitude Real Estate Credit, L.P.—and its use of affiliated GP entities to provide fund management and access to pooled vehicles, arrangements that give rise to performance‑based (incentive) fees and side‑by‑side management considerations. The firm discloses these conflicts, maintains policies and committee review processes to mitigate allocation issues, provides audited fund financials to investors, and integrates tax and family office functions alongside investment advisory services.