Fractional Family Office Services,

Designed For Your Family

Empower Your Future with Personalized Expertise

We recognize that wealth isn’t something that simply happens—it’s built through careful planning and strategic decisions. Whether you want to protect and grow your assets, optimize your tax strategy, plan for the future, or structure your business, we are here to support you.

With over 50 years of combined experience, our team of seasoned professionals delivers the same high level of expertise and attention typically reserved for the ultra-wealthy. At Fortuity, it’s not the size of your portfolio that matters, but the clarity of your vision for the future.

services

Our suite of services is designed to cover every aspect of your life:

Asset Protection

Safeguard your wealth from unexpected risks through advanced legal strategies.

Tax OPTIMIZATION

Optimize your tax trategy with tailored planning and thorough compliance.

FINANCIAL PLANNING

Reach your long-term objectives with a customized financial roadmap.

Estate Planning

Secure your legacy with well-structured estate planning and asset management.

Business CONSULTING

Strengthen your business with expert guidance and strategic structuring.

Learn more about all of the services we offer at Fortuity.

WHO WE ARE

OUR FOUNDERS

Fortuity was founded by attorneys, accountants, and financial professionals with decades of combined experience in the Legal, Tax, Financial Services, and Business arena. Each partner brings a unique set of skills and expertise, from tax planning to asset protection to estate planning. Together, they have built a firm that is dedicated to helping clients achieve their financial goals through personalized service and innovative solutions.

CONTACT

GET IN TOUCH WITH US

Learn how Fortuity’s specialized services can benefit your family’s financial future.

Join the Fortuity family and open the door to a secure and prosperous financial future.