Fortuity provides a comprehensive range of services, including asset protection, tax optimization, financial planning, estate planning, and business consulting. Each service is customized to meet the specific needs of our clients, ensuring their goals are met and their wealth remains protected.
Who can benefit from these services?
Our services are ideal for high-net-worth individuals, business owners, professionals in high-risk fields, investors, and anyone looking to secure their financial future. Whether you face a complex situation or need expert guidance, Fortuity is equipped to help.
How is Fortuity different from other Professional Services firms?
By combining the personalized attention of a family office with the expertise typically available only to Ultra High Net Worth Individuals. Our proprietary process and deep knowledge of advanced structures allow us to provide bespoke solutions that are often not available at other firms.
What is asset protection, and why do I need it?
Asset protection involves setting up legal structures, to shield from risks such as litigation and creditors. It is vital for anyone wanting to safeguard their assets, especially in today’s litigious environment.
What is our approach to tax planning?
We take a proactive, year-round approach to tax planning, developing strategies that minimize tax liability while ensuring full compliance with legal requirements. Our aim is to help you retain more of your capital through strategic, forward-thinking solutions.
Can we help with international tax issues?
Yes, Fortuity specializes in international tax planning. Whether you have overseas investments, run a global business, or want to expand internationally, we can help you navigate the tax laws and optimize your tax strategy.
What is estate planning, and why is it important?
Estate planning involves creating a plan for managing and distributing your assets. It’s essential for ensuring your wealth is passed on according to your wishes, minimizing, and potentially avoiding legal issues for your successors.
How does Fortuity ensure the confidentiality of my financial information?
We prioritize the security and confidentiality of your financial information. We use advanced encryption and security protocols to protect your data and ensure that all sensitive information is handled with the utmost discretion.
What if I already have a financial advisor? Can I still work with Fortuity?
Yes, many of our clients work with multiple advisors. We can collaborate with your existing advisors to provide specialized services, such as asset protection or tax planning, complementing your broader financial goals.
What are the fees for these services?
Our fees vary depending on the services provided and the complexity of your situation. We offer transparent and competitive pricing, discussing all fees upfront before any services are delivered. Our goal is to provide value that far exceeds the cost.
Does Fortuity offer services for businesses as well as individuals?
Yes, Fortuity provides a range of services for businesses, including tax planning, business consulting, restructuring, and more. We help business owners optimize operations, reduce liability, and plan for success.
What should I expect during my first consultation?
During your first consultation, we’ll discuss your goals, your current situation, and any concerns you may have. This meeting is an opportunity to get to know you, and explore how we can support you, as well as outline the next steps in our partnership.
How can I learn more about Fortuity and the services you offer?
To learn more, visit our website, explore our resources, or contact us directly with any questions. We’re also happy to schedule a Free Consultation to discuss your specific needs in detail.
