Integrated Strategy. Coordinated Execution. One Point of Accountability.
Putting Family Back into the Family Office.
Introduction
The family office was built for dynasties. Fortuity was built for the families building them.
For too long, the institutional intelligence of the family office has been gated behind nine-figure minimums and generational pedigree. The advisory tools, governance frameworks, and coordinated oversight that safeguard the most sophisticated estates in the world have remained functionally inaccessible to the entrepreneurs, professionals, and business owners who need them most.
Fortuity exists to close that gap. We deliver the caliber of integrated strategic advisory that has traditionally been reserved for ultra-high-net-worth families, reengineered for the high-performing individuals and families who are still in the process of building, scaling, and compounding their wealth.
This is not a referral network. This is not a menu of disconnected services. Fortuity functions as a single, unified command center for your legal structures, tax obligations, financial positioning, estate architecture, and business operations. One strategy. One team. One point of accountability.
What We Do
We work with clients whose complexity has outgrown their current advisory model. Where most firms hand off problems in pieces, Fortuity absorbs the full picture and takes responsibility for how it all fits together. The result is clarity, defensibility, and a system that actually works under pressure.
Every engagement begins with the premise that what you think you have in place may not be what you actually have in place. We do not accept assumptions. We verify. We investigate. We test. Only after we understand what truly exists do we begin designing what should exist.
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Our Capabilities
Tax Strategy & Compliance
Year-round planning, preparation, and compliance across individual, business, partnership, corporate, and international tax obligations. We have deep experience with income optimization, advanced planning strategies, estate tax minimization, and cross-border regulatory alignment.
Asset Management
Coordinated oversight of financial assets, investment positioning, wealth allocation, risk assessment, and structural optimization through trusts, LLCs, and domestic and international legal vehicles. We have managed and administered structures across multiple jurisdictions, including the Cook Islands, Nevis, Belize, and the Bahamas.
Financial Planning & Wealth Architecture
Personalized financial roadmaps integrating retirement strategy, investment management, education planning, insurance analysis, budgeting, and long-term capital positioning. Every plan is built to integrate with tax, legal, and estate strategy.
Estate Planning & Legacy Design
Comprehensive estate structuring including revocable and irrevocable trusts, dynasty trusts, special needs trusts, charitable planning, business succession design, and multigenerational wealth transfer. We design for durability across generations, not just the next filing deadline.
Business Consulting & Entity Strategy
End-to-end advisory on entity formation, governance, restructuring, mergers and acquisitions, operational optimization, Lean Six Sigma process improvement, digital transformation, and market expansion. We have guided engagements ranging from early-stage entity formation to complex, multi-party M&A transactions.
Why Families Choose Fortuity
Fortuity is not for everyone. We serve clients who value precision over speed, integration over convenience, and accountability over delegation. Our engagements are structured to reward depth. We do not sell products. We build systems. Systems that hold up under audit. Systems that survive transitions. Systems that your family can understand, operate, and rely on for generations.
Over 50 years of combined experience across our advisory team. A bench that includes CPAs, licensed attorneys, financial professionals, project management leadership, and dedicated client services personnel. A methodology that has been tested, refined, and validated across hundreds of complex family and business situations.
Client resources
Featured Insights
Guide
The Complete Estate Planning Checklist for 2026
January 14, 2026
A comprehensive checklist covering everything from basic documents to advanced strategies for high-net-worth families.
Financial Planning
Retirement Income Planning: Creating Certainty in Uncertain Times
January 14, 2026
How to structure your assets to generate reliable income throughout retirement while maintaining flexibility for the unexpected.
Tax Optimization
Charitable Giving Strategies That Benefit Both Causes and Your Portfolio
January 14, 2026
Strategic philanthropy can amplify your impact while providing meaningful advantages. Here are the approaches our clients use most effectively.
Schedule a Private Consultation
Your wealth represents a lifetime of decisions. We ensure they work together.