FortCay Family Office Advisory
FortCay Family Office Advisory was founded on the core principles of independence and transparency – allowing us to align completely with clients. As trusted advisors, we partner with clients through a goals-based approach that is not only collaborative but fiercely disciplined.
ABOUT US
We are a team of experienced professionals who recognized a unique opportunity to serve the offshore ultra-high-net-worth market.
Founded by industry veterans, successful operators, and clients our journey began with a shared vision rooted in five core values: independence, alignment, transparency, diversification, and privacy.
Our varied backgrounds, both in and out of the financial industry, equip us to not only navigate the intricacies of investment management but the broader context of your financial life.
We demonstrate belief in our approach by investing alongside our clients and they reciprocate their trust by investing in us. We measure our success by your success.
WHAT WE DO
OUR SERVICES
We specialize in providing counsel to both personal and institutional holders of durable capital.
Multi-Family Office
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GOALS BASED
OUR APPROACH
We believe in the value of a goals-based approach. Constructing a portfolio with discrete goals in mind minimizes the “noise” around us – seeking to provide peace of mind and progress that is measurable.
Discovery Process & Goal Setting
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All clients undergo a thorough discovery process to understand their unique circumstances and aspirations – both personal and financial.
Wealth Planning & Portfolio Construction
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Each client is provided with a comprehensive wealth plan that quantifies their goals. An overall asset allocation is then determined that is designed to achieve these specific objectives.
Monitoring & Review
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Performance is monitored closely and tracked against benchmarks that are relevant to the client. Comprehensive reviews are conducted as frequently as desired.
GET IN TOUCH
We are a team of experienced professionals who recognized a unique opportunity to serve the offshore ultra-high-net-worth market.
Founded by industry veterans, successful operators, and clients our journey began with a shared vision rooted in five core values: independence, alignment, transparency, diversification, and privacy.
Our varied backgrounds, both in and out of the financial industry, equip us to not only navigate the intricacies of investment management but the broader context of your financial life.
We demonstrate belief in our approach by investing alongside our clients and they reciprocate their trust by investing in us. We measure our success by your success.