Company Overview
- Headquarters
- 1045 First Avenue, King of Prussia PA
- Website
- fortisfamilyoffice.com
- Employees
- 14
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
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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