OUR PURPOSE
Institutional Discipline Meets Personal Commitment
When the attention is bespoke and the detail is intimate, nothing gets left to chance.
We didn't want to reinvent the wheel. We founded Fortuity to build a better one.
Originally, Fortuity was created to fill a market gap. Today, we continue to correct a structural failure in the professional services space.
Someone can hire the most prestigious estate attorney, retain a boutique law firm for corporate counsel, rely on a veteran tax accountant with decades of experience, and even bring on a world-class financial advisor, and still take action on advice that contradicts itself. Ask a dozen credentialed professionals to weigh in on a single matter and you may receive a dozen different solicited opinions. The pattern barely changes. The industry's default business model is to remain fragmented.
At first, we simply called it management consulting. We cycled through dozens of operators in our network in the first couple years. There were attorneys, accountants, fiduciaries, advisors, and specialists. The vision was far too big for most to see, because academically trained professionals found it difficult to focus on the bigger picture.
In those early days, the extraordinary results we were accomplishing were as practical as engineering unicorns in a laboratory, one client at a time. And then we realized we could use a rhinoceros for its horn, a horse to get the shape, a handful of fireflies for the special effects, and eventually we "frankensteined" a system to deliver magic.
Countless consumers in the marketplace have suffered the most damaging outcomes because they paid "experts" who regarded professional accountability as a concept equivalent to a spaceship. Evidently, the right people become the right process, when principles outweigh personalities.
We disrupted the boundaries of conventional management consulting by repetetively providing a fortune of solutions that seemed bizarrely coincidental and aligned. The work we do is timeless. We started calling it what it actually was: family office.
People were lucky to find us, and luck is technically what happens when preparation meets opportunity. Therefore, everything happens for a reason. It was Fortuity. And we said so.
Fortuity wasn't built to be better. We were built different.
OUR MISSION
INSPIRE, EDUCATE, AND BUILD OPPORTUNITIES THAT SOLVE FOR THE PAST, SHAPE THE PRESENT, AND SECURE THE FUTURE.
OUR VISION
REDEFINE PROFESSIONAL SERVICES AND THE FAMILY OFFICE IN THE 21ST CENTURY, MAKING DEATH AND TAXES CONTROLLED AND CALCULATED PHENOMENA.
VALUES
INTEGRITY
The right thing is always right. The truth is the highest authority, and non-negotiable. A moral compass is the navigation, and character has a barometer. There is no such thing as business ethics or professional ethics... there is only ethics.
ACCOUNTABILITY
The numbers set the truth free. Empirical data is the substance of facts. Belief without evidence is merely an opinion. It's not about what we know, It's about what we can prove. Honesty is talking the talk, and accountability is walking the walk.
AMBIGUITY
There is always more than one way to see things, and even more ways to handle their interpretation. The obvious answer is almost never the only one available. The right questions challenge assumptions, and the best questions expose the wrong answers.
STRATEGY
The articulation of when, how, and in what sequence is what separates intentions from objective accomplishments.
INNOVATION
Fresh ideas, new methods, and different processes are what originate value. Change is inevitable, and growth is optional. Obsolescence hides behind complacency.
PHILANTHROPY
Charity is a verb, expressed through action, behavior, and effort. Generosity is measured by what you do, and by what is better because of how you did it.
Built Different
This practice was built on a single conviction, namely that the work of integration belongs to the firm and not to the client. The environment we operate is a unified one in which every dimension of our clients' affairs is designed together and answers to the same standard, so that the work moves in one direction.
In so doing, our firm closes the gap where most failures occur, namely between disciplines, between professionals, and between what was advised and what was actually implemented. Our clients no longer pay for the redundancy of mediating among their own advisors. They receive a unified strategy, defensible in every angle and executed by the firm that designed it.
The market can no longer afford the hidden cost of disconnected professional advice across the lives and businesses of those it serves.
