Fortis Management Group is a family office service provider based in Waltham, MA, specializing in serving ultra-high net worth families. With a commitment to integrity and transparency, their team of expert generalists offers unbiased and highly customized client service, providing strategic analysis and facilitating informed decision-making for their clients' entire financial picture.
Fortis Management Group empowers their clients to make the most informed financial decisions, offering a range of services including cash management, investment administration, family governance, philanthropy, risk management, tax, trust, and estate. With their breadth of knowledge and resourceful spirit, Fortis ensures that their work is always in service to the best interests of their clients, delivering peace of mind and comprehensive support.
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