Business Consulting Services

Strengthen Your Business Structure Strategically

From New Ventures to Thriving Enterprises, Fortuity Fuels Growth and Maximizes Profitability

We recognize that building a successful business takes more than just effort—it demands the right strategy, structure, and expert guidance. Whether you’re starting a new venture, restructuring an existing company, or planning for future expansion, our business consulting services deliver the insights and solutions necessary for success. With decades of experience and a deep understanding of corporate structures, Fortuity empowers businesses of all sizes to overcome complex challenges and discover new paths to growth and profitability.

Why It Matters

Selecting the right legal structure for your business is a crucial decision that affects everything from tax obligations to personal liability and access to capital. At Fortuity, we help you navigate the complexities of business formation by evaluating your unique needs and goals. Whether you’re establishing a Corporation, Small Business, Holding company, Non-Profit, or setting up your business in a specific jurisdiction for additional legal or tax benefits, our team will guide you through every step of the process, ensuring your business supports your long-term success and overall strategy.

Entity Formation & Related Services

Corporation & LLC Formation

We assist in establishing both revocable and irrevocable trusts to help you manage and protect your assets, offering flexibility or permanence based on your specific needs. A revocable trust allows you to retain control and make adjustments during your lifetime, while an irrevocable trust provides long-term protection and can reduce estate taxes. By tailoring the trust structure to your goals, we ensure that your assets are safeguarded, distributed according to your wishes, and aligned with your financial objectives.

Registered Agent Service

Establishing both financial and medical powers of attorney to ensure that trusted individuals are empowered to make critical financial or healthcare decisions on your behalf in the event of incapacitation. This ensures that your financial affairs and medical preferences are managed according to your wishes, providing peace of mind for you and your loved ones.

Operating Agreement/ Bylaws/Resolutions/ Meeting Minutes

We draft comprehensive operating agreements for LLCs and bylaws for Corporations, ensuring that your business governance is clearly defined. These documents establish the roles, responsibilities, and decision-making processes of the owners and directors, preventing future disputes and setting clear guidelines for business operations. Our team customizes these documents to your specific needs, aligning with your long-term business vision and protecting your interests.

Compliance Services

Staying compliant with state and federal regulations is crucial for maintaining the legal standing of your business. Our compliance services ensure that your business remains up-to-date with required filings, such as annual reports, licenses, and other regulatory obligations. We handle the administrative burden of compliance, helping you avoid penalties and maintain smooth operations while you focus on growing your business.

International Entity Formation

We assist in the formation of entities in international jurisdictions, allowing you to take advantage of asset protection optimization, and privacy benefits. Whether you’re expanding globally or seeking more favorable legal frameworks, we provide the expertise needed to navigate international regulations and create a structure that supports your business and financial goals across borders.

Corporate Restructuring

As your business evolves, restructuring may become necessary to meet new objectives or maximize tax efficiencies. We provide guidance and support during transitions such as converting an LLC into a Corporation, mergers and acquisitions, or realigning ownership structures. Our corporate restructuring services are designed to ensure your business adapts smoothly to changing conditions while maintaining compliance and preserving its value.

Business Development

Services

Business Plan Development

A comprehensive business plan is essential for attracting investors, securing financing, and guiding your business toward sustainable growth. We work closely with you to develop plans that not only outline your vision, goals, and strategies but also integrate critical tax planning, asset protection, and estate planning components. Whether launching a new venture or expanding operations, our business plans ensure your financial and operational strategies align with your long-term goals while minimizing tax liabilities and protecting your assets.

Market Research and Analysis

We provide in-depth market research and analysis not only to help you understand industry trends, customer behavior, and competitive landscapes but also to guide tax planning, asset protection, and financial strategies. Our data-driven approach enables you to identify key opportunities for growth while addressing potential tax implications and asset protection needs. Whether you are fine-tuning your business strategy or developing a long-term estate plan, our research offers clarity on where your business stands and how it can grow, ensuring your financial goals align with market realities.

Sales Strategy and Execution

We help businesses develop and implement sales strategies that boost revenue and market share, while also considering financial structures that enhance asset protection and tax efficiency. By understanding your target audience and leveraging the right channels, we optimize your sales processes while ensuring the strategy complements your broader tax and financial planning efforts. Our approach aligns your sales efforts with your overall business and financial objectives, driving both short-term results and long-term growth.

Partnerships & Strategic Alliances

Strategic partnerships and alliances can significantly enhance your business’s reach, capabilities, and financial standing. We assist in identifying and forming partnerships that align with your business and financial goals, including asset protection and estate planning strategies. Whether it’s joint ventures, supplier agreements, or collaborative marketing efforts, we help you leverage alliances that boost profitability while also ensuring these relationships contribute to your long-term financial, tax, and estate planning success.

Brand Development & Positioning

Your brand is more than just a logo—it’s a crucial element in how your business is perceived and positioned for financial success. Our brand development services create a consistent identity that reflects not only your unique value proposition but also the importance of building a financially secure future. By differentiating your brand from competitors and embedding strategic tax planning and asset protection into the foundation, we help ensure long-term profitability and legacy preservation.

What Sets Fortuity Apart?

Tailored Solutions for Every Business

We understand that businesses led by high-net-worth individuals require more than a one-size-fits-all approach. Our consulting services are meticulously crafted to meet the unique demands of your business, whether you're launching a new venture or refining the structure of a well-established enterprise. We take the time to thoroughly understand your goals, challenges, and industry nuances, delivering strategic advice that fosters sustainable growth and preserves your wealth.

Expert Guidance

Every Step of the Way

Navigating the complexities of business formation and structuring is critical, especially for high-net-worth individuals with diverse financial portfolios. With Fortuity, you’ll have a dedicated team of seasoned consultants providing expert guidance at every step. We help you make well-informed decisions that optimize your business for long-term success, from strategic planning to asset protection, ensuring your legacy and financial interests are safeguarded.