Fortis Family Office

  • Financial Services
  • King of Prussia PA
  • 14 employees
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Company Overview

Headquarters
1045 First Avenue, King of Prussia PA
Website
fortisfamilyoffice.com
Employees
14
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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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

Bryan Cherny

Managing Partner

Phone Email
Derek Boles

Managing Partner

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Fortis Family Office Industry Tags

Financial Services
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FAQ

What is the location of Fortis Family Office's headquarters?
The headquarters of Fortis Family Office are situated at 1045 First Avenue, King of Prussia PA
What is Fortis Family Office's official website?
The official website of Fortis Family Office can be found at fortisfamilyoffice.com.
What is Fortis Family Office's current revenue?
As of June 2022, Fortis Family Office's annual revenue reached $10B.
How many employees does Fortis Family Office currently have?
Fortis Family Office employs approximately 14+ people as of June 2022
Which industries is Fortis Family Office primarily operating in?
Fortis Family Office operates in the following industries: Credit, Finance
Who is the Managing Partner of Fortis Family Office?
Fortis Family Office's Managing Partner is Bryan Cherny
What are Fortis Family Office's industry tags?
Fortis Family Office's industry tags include: Financial Services

Employee Directory

Key Employees

Randy Hubschmidt

Managing Partner

Phone Email

Terri McDermott ChFC CLU RICP

Director of Wealth Planning

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