Long term tax planning and day-to-day compliance

Tax preparation and planning is where an integrated financial strategy pays off. Fortis Family Office takes the tax burden off your shoulders with full-service capabilities of:

  • In-house preparation of personal, corporate, partnership and trust tax returns
  • Assist and coordinate quarterly estimated tax payments
  • Tax planning (including issues resulting from tax law changes)
  • Long-term tax planning
  • Day-to-day tax transactions
  • Compliance and regulatory guidance
  • Represent clients in front of IRS
  • Relocation analysis
  • Analyze impact of charitable giving

The impact of taxation reaches deep into every aspect of business and personal life. We help clients navigate tax complexities and maximize tax savings for both business and personal. By leveraging our experience and expertise, we provide proactive advice and strategic guidance to preserve and transfer wealth to current and future generations.

Our Services

Tax Advisory & Compliance

  • In-house preparation of personal, corporate, partnership and trust tax returns
  • Assist and coordinate quarterly estimated tax payments
  • Tax planning (including issues resulting from tax law changes)
  • Represent clients in front of IRS
  • Relocation analysis
  • Analyze impact of charitable giving
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Family Office

  • Centralized gatekeeper for all financial affairs
  • Consolidated financial reporting
  • Real Estate oversight
  • Cash Management & Bill Pay
  • Coordination of financial activity
  • Concierge services
  • Leading technology solutions
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Investment Management

  • Total asset allocation
  • Performance reporting
  • Risk profiling and management
  • Integration of balance sheet
  • Integration of cash flow and liquidity needs
  • Investment policy statement
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Wealth Planning

  • Holistic financial planning
  • Financial modeling
  • Asset protection planning
  • Legacy planning
  • Business succession planning
  • Family governance
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