Your Personal CFO & Family-Style Office
Significant wealth brings opportunity—and complexity. We act as your personal CFO to simplify the moving parts, coordinate your professional team, and align your capital with your vision.
Please note: We are not a family office as defined under the SEC's regulatory exemption.
Opportunity, organized.
Significant wealth brings opportunity, but also a unique set of challenges and complexities. If you've accumulated substantial assets and want a personal CFO to orchestrate your financial life, you've come to the right place. High-net-worth families often face intricate situations that go beyond basic investing – think multiple income streams, complex tax exposure, business interests, trusts, real estate, and more.
Common concerns include navigating ever-changing tax laws, effective estate planning to transfer wealth seamlessly, sustaining your lifestyle without worry, and protecting your wealth from market risks or unexpected events. We understand that your financial picture has many moving parts, and our job is to simplify the complex and tailor a financial plan to better align with your evolving needs.
- Multi-entity coordination: operating companies, holding companies, trusts
- Advanced tax strategy: income, capital gains, NIIT, estate/gift coordination
- Risk management integrated with portfolio design to support asset preservation
- Cash-flow architecture for lifestyle, liquidity, and opportunistic capital
What Fortress Financial Group handles for you
We simplify, coordinate, and execute—so your wealth supports your values, family, and legacy.
Investment Governance
Policy-driven portfolio design across taxable, trust, and retirement accounts with attention to taxes, liquidity, and risk budgets. SMAs, ETF/active blends, and opportunistic sleeves—built to your mandate.
- IPS & risk budgeting
- Asset location & tax management
- Private/alt review & sizing (as appropriate)
Advanced Tax & Estate
We collaborate with your CPA and counsel on strategies that fit your facts: Roth conversions, charitable bunching/DAFs, trust funding, gifting, and transition planning.
- Income & capital gains planning
- DAF/charitable techniques
- Trust & succession coordination
Family-Style Office Services
Concierge support for cash flow, reporting, and coordination—so you can focus on what matters most.
- Consolidated reporting & liquidity mapping
- Insurance & risk oversight (advice-only)
- Real estate & business interest integration
Please note: We are not a family office as defined under the SEC's regulatory exemption.
Purposeful growth, aligned with your legacy
Through Separately Managed Accounts (SMAs), we can deliver institutional-grade investment management tailored to your needs. Through Donor-Advised Funds and charitable planning, we help you amplify your philanthropic impact and reap tax benefits. And with truly comprehensive planning (from advanced tax mitigation strategies to asset protection and succession planning), we aim to ensure you, your heirs, and the causes you care about all benefit from a well-structured plan.
Our approach doesn't just preserve wealth – it seeks to grow and allocate it in alignment with your values and legacy goals.
- Values-aligned portfolios with constraints & screens where desired
- Charitable architecture: DAFs, appreciated assets, timing & bunching
- Succession planning alongside legal counsel
From questions to confidence—in four clear steps.
Intro Call → Discovery → Implementation → Ongoing Guidance, with your CPA/attorney looped-in as needed to keep strategy and execution in sync.
Introductory Call
30 minutes to align on goals, structure, and scope; confirm fit.
Discovery
Integrated review of entities, trusts, taxes, liquidity, and objectives.
Implementation
Portfolio & planning execution, paperwork, and manager onboarding.
Ongoing Guidance
Reviews, tax coordination, reporting, and opportunistic adjustments.
Ready to Simplify Your Wealth?
Experience white-glove wealth management tailored to high-net-worth families. Schedule your complimentary consultation today.
Disclosure: All investing involves risk, including the potential loss of principal. No investment or risk management strategy can guarantee success or eliminate risk. Fortress Financial Group does not provide tax or legal advice. Clients should consult with their tax advisor or attorney regarding their individual situation.