PASSION, EXPERIENCE & EXCELLENCE

Where Experience Meets Innovation

Founded on the belief that everyone deserves access to high-quality professional services, regardless of net worth. Our story begins with partners, bringing decades of combined experience, who shared a vision of making the benefits of a family office available to a broader audience. Today, Fortuity guides families to grow, protecting and preserving their wealth, educating them on possibilities, and implementing efficiency.

Mission & Vision

Our mission is to secure opportunities that create meaningful impact and stimulate growth. Our Vision is to inspire and educate, creating positive change to transform lives.  By providing innovative solutions, we solve problems, and build the future.

Integrity

At Fortuity, integrity is the cornerstone of everything. Operating with the highest ethical standards ensures that clients' best interests are always prioritized. Every decision is made transparently, fostering trust and long-term relationships that are built on honesty and mutual respect. Our commitment to integrity guarantees that each client receives advice and guidance rooted in their needs and goals.

Ambiguity

Fortuity thrives in environments of complexity and uncertainty. Rather than avoiding ambiguity, it is embraced, transformed into clarity and actionable strategies. Navigating uncertainty is where true innovation occurs, and we excel at turning these challenges into opportunities for growth and success. By doing so, clients are empowered with clear, effective solutions that move them forward.

Philanthropy

Philanthropy is at the heart of Fortuity’s mission. Success is not measured solely by financial outcomes, but by the ability to give back and make a positive impact. We believe in using our resources and influence to benefit the broader community, integrating philanthropy into the core of its business model. This commitment reflects a belief in shared success and the responsibility to contribute to the greater good.

Accountability

Accountability is a key value that ensures Fortuity remains responsible to clients, the team, and the community. By fostering a culture of ownership, we hold ourselves to the highest standards, ensuring promises are kept and results are delivered. Clients, partners, and colleagues can trust that their needs will be met with diligence and responsibility at every step.

Innovation

Constant innovation drives Fortuity’s ability to stay ahead of industry trends and technologies. By continually seeking new and improved ways to serve clients, we ensure that they receive cutting-edge solutions tailored to their evolving needs. Innovation is not just an aim but a fundamental part of our approach, keeping clients at the forefront of industry advancements.

Strategy

A strategic mindset is at the core of every solution Fortuity delivers. Challenges are approached with careful planning and a long-term perspective, ensuring that each action taken is both effective and sustainable. By focusing on strategy, we deliver solutions that not only address immediate concerns but also build a foundation for lasting success.

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.