OUR SERVICES

We provide personalized solutions designed to meet the unique needs of our clients. With over 50 years of combined experience, we offer a diverse range of services traditionally reserved for exclusive circles. Below is a brief overview of our core offerings.

Asset Protection

Safeguarding wealth is critical in today’s uncertain financial landscape. At Fortuity, we specialize in creating tailored asset protection strategies designed to shield your assets from risks such as litigation and creditors. By utilizing sophisticated legal structures, including trusts, LLCs, and offshore solutions, we ensure your wealth remains secure. Our aim is to provide the confidence and peace of mind that come with knowing your assets are protected against unforeseen challenges.

01. Asset Protection Strategies

Custom solutions to safeguard wealth from litigation, creditors, and other financial risks.

02. Estate Planning

Comprehensive planning to preserve and transfer wealth efficiently through trusts, wills, and other legal structures.

03. Business Structuring

Formation and optimization of LLCs, corporations, and other entities to enhance liability protection and tax efficiency.

04. Offshore Solutions

International strategies for asset diversification, privacy, and enhanced financial security.

Tax OPTIMIZATION

Taxes play a crucial role in your financial well-being, but with strategic planning, you can effectively reduce your tax burden. At Fortuity, we offer proactive tax planning and compliance services designed to minimize your liabilities. Our experts craft  and design strategies that legally maximize tax savings for individuals and businesses, ensuring compliance with all tax regulations while optimizing your overall financial outlook.

01. Proactive Tax Planning

Customized strategies to reduce tax liabilities for individuals and businesses.

02. Tax Compliance

Ensuring adherence to all tax regulations while optimizing financial outcomes.

03. Business Tax Optimization

Structuring business entities to take full advantage of tax efficiencies.

04. International Tax Strategies

Leveraging offshore solutions and international tax laws to minimize global tax exposure.

FINANCIAL PLANNING

Planning for the future is key to securing long-term financial stability. Whether preparing for retirement, managing investments, or saving for education, Fortuity designs a personalized financial roadmap aligned with your goals. Our financial planning services support both immediate needs and long-term aspirations, with strategies focused on growing and safeguarding your wealth.

01. Swiss Private Banking Services

Fiduciary wealth management solutions for high-net-worth individuals to ensure financial security

02. Wealth Management

Comprehensive strategies for the efficient transfer and preservation of wealth across generations.

03. Philanthropic Planning

Guidance on charitable giving to align with your values and maximize impact.

04. Risk Management

Strategies to mitigate financial risks and protect your assets from unforeseen events.

Estate Planning

Preserving your legacy and ensuring your assets are distributed according to your wishes is a vital aspect of financial planning. Fortuity’s estate planning services offer comprehensive solutions to minimize burdens and ensure your loved ones are provided for in the short term and long term.

01. Wealth Transfer Planning

Structuring the efficient transfer of assets to heirs and beneficiaries.

02. Trust Administration

Managing and overseeing the execution of trusts to ensure proper asset distribution, domestic and internationally.

03. Charitable Giving Strategies

Planning for philanthropic contributions to maximize impact while benefiting your estate.

04. Business Succession Planning

Developing strategies for a smooth transition of business ownership and leadership.

Business CONSULTING

Running a successful business demands the right strategy and structure. Whether launching a new venture, restructuring, or planning for growth, Fortuity’s business consulting services provide expert guidance to meet your needs. We assist in optimizing business structures, enhancing operations, and addressing complex challenges to ensure long-term profitability 
and sustainability.

01. Entity Formation and Restructuring

Guidance on establishing or reorganizing business entities for optimal performance.

02. Strategic Planning

Developing comprehensive plans to drive business growth and success.

03. Financial Performance Optimization

Enhancing profitability through effective financial management and cost control.

04. Regulatory Compliance

Ensuring your business adheres to relevant laws and regulations to avoid potential risks.

Contact us today to start your journey.