Client Impact
The Families and Business Owners Who Trusted Fortuity With Their Most Important Decisions
Measured by Outcomes. Defined by Trust.
The following reflect the experiences of actual Fortuity clients. Identifying details have been adjusted to preserve confidentiality.
What Clients Are Saying
A few words from clients who partnered with Fortuity.
“We had assets held across multiple entities with no unified strategy. Fortuity conducted an investigative review that exposed misalignment between our entity structures and our tax filings. After restructuring, our annual tax position improved significantly and we now operate with a system we actually understand.”
“Fortuity did not just tell us what to change. They redesigned our governance, optimized our entity structure, and coordinated execution across our legal and financial teams. The level of precision and coordination is unlike anything we have experienced with any other firm.”
“As a high-earning professional with significant liability exposure, I needed a team that understood both the financial and structural dimensions of managing wealth. Fortuity delivered a customized plan that integrates asset management with tax strategy and estate design. The peace of mind is invaluable.”
“I worked with several advisors over the years, but none offered the level of integration I found at Fortuity. Their estate planning work was comprehensive, but what set them apart was how they connected the estate strategy to my tax position and business operations. For the first time, everything works together.”
What Clients Consistently Report
Clients who complete the Investigative Analysis and Tactical Review consistently report greater clarity about their current position, identification of previously unknown exposure, and a clear, actionable roadmap for moving forward. Engagement outcomes have included reduction of effective tax burden through structural alignment, elimination of conflicting assumptions between advisors, and establishment of governance frameworks that survive growth, transition, and audit.
Fortuity does not promise outcomes. We promise a process, a standard of rigor, and a level of accountability that creates the conditions for better outcomes to occur.