Capabilities
A Comprehensive Advisory Platform Built for Families, Not Transactions
Five Disciplines. One Strategy. Total Coordination.
Fortuity provides a fully integrated suite of advisory capabilities designed to function as a cohesive system. Each discipline reinforces the others. No capability is deployed in isolation. No recommendation is made without evaluating its impact across the entire structure.
Our advisory bench includes CPAs, licensed attorneys, financial professionals, business consultants, project management leadership, and dedicated client services personnel with over 50 years of combined experience. Engagements are structured to align scope with need, ensuring clients receive the depth and precision their situation demands.
Core Service Areas
Tax Strategy & Advisory
Year-round tax strategy, preparation, compliance, and consulting for individuals, businesses, partnerships, corporations, and international filers. Our tax team has hands-on experience preparing and defending returns across every major filing category, from standard individual returns through complex partnership, S-Corporation, and C-Corporation filings. We maintain active capabilities in advanced planning, including income shifting, tax-loss harvesting, credit optimization, estate tax minimization, gift tax strategy, and charitable giving. Our international tax practice covers FATCA, FBAR, foreign corporation reporting, foreign partnership filings, PFIC reporting, and foreign trust compliance across multiple jurisdictions.
Asset Management
Coordinated oversight of wealth positioning, risk assessment, and structural optimization. We have direct experience designing, implementing, and administering trusts, LLCs, family limited partnerships, and corporate entities for asset management purposes. Our international practice includes Cook Islands trusts, Nevis LLCs, Belize entities, Bahamas structures, offshore banking relationships, and ongoing trustee and protector administration. Domestically, we manage real estate structuring strategies, intellectual property positioning, entity governance, and crisis management and litigation support.
Financial Planning & Wealth Strategy
Personalized financial roadmaps covering retirement planning, investment strategy, education funding, cash flow management, insurance analysis, and estate integration. We have particular depth in protection planning, including policy review and analysis, needs assessment, product comparison, and claims assistance. Every financial plan we build is coordinated with the client’s tax, legal, and estate strategy to ensure full alignment.
Estate Planning & Legacy Architecture
Comprehensive estate structuring including revocable living trusts, irrevocable trusts, dynasty trusts, special needs trusts, charitable trusts, business succession planning, and comprehensive estate plan development. We have designed and implemented succession strategies for family businesses, administered trusts with special successor designations, and coordinated multigenerational wealth transfer across domestic and international jurisdictions. Our legal advisory capability includes drafting wills and trusts, estate tax strategy, and ongoing governance retainers.
Business Consulting & Entity Strategy
Full-spectrum business advisory spanning entity formation, governance design, compliance monitoring, restructuring, mergers and acquisitions, operational optimization, and market expansion. Our team has executed Lean Six Sigma process improvements, supply chain optimizations, digital transformation programs, cybersecurity assessments, compensation strategy designs, and comprehensive market research projects. Transaction advisory capabilities include M&A guidance, business valuation, pre-sale due diligence, buyer identification, offering memorandum preparation, QSBS planning under IRC Section 1202, and stock sale compliance. We have also supported entity conversions, dissolutions, trademark registrations, nonprofit formations, and apostille and document authentication for international use.