Company Overview
- Website
- fortisfamilyoffice.com
- Employees
- 14
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Recent News & Media
Part 2A of Form ADV Firm Brochure
- Apr 6, 2025
- fortisfamilyoffice.com
Private banking awards national winners 2025: Belgium
- Mar 28, 2025
- euromoney.com
LP, Family Office & Fund of Funds Conference
- Mar 27, 2025
- vntr.vc
Pax Fortis Family Office
- Jan 14, 2025
- perenews.com
Fortis Family Office
- Dec 20, 2024
- privateequityinternational.com
Pax Fortis Family Office
- Jul 21, 2024
- paxfortis.co
Who is Fortis Family Office
Fortis Family Office is a Pennsylvania-based investment advisor located in King of Prussia, with 14 employees. The firm has a century-long history of working with families to manage and grow their wealth. Fortis Family Office provides a comprehensive "Family Office" approach to financial management, considering the entire financial picture of each client. Their services encompass tax planning, estate planning, cash flow management, wealth management, and philanthropic endeavors. Fortis Advisors, LLC, the operating entity of Fortis Family Office, is registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940. For more information, please visit fortisfamilyoffice.com/disclosures/.
Company Leadership
Fortis Family Office Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | New York, NY | |||
| 10M | 5 | Chicago, IL | ||
| 10M | 12 | Scottsdale, AZ | ||
| 10M | 21 | New York, NY | 2001 | |
| 10M | 5 | Chicago, IL |