Family Office

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.

ULTRA-HIGH-NET-WORTH INDIVIDUALS & FAMILIES

  • Goals-Based Financial & Holistic Wealth Planning
  • Liquidity Planning
  • Estate & Intergenerational Wealth Planning
  • Philanthropy
  • Consolidated Reporting
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ENTREPRENEURS

  • Liquidity Planning
  • Exit Planning
  • Diversification
  • Capital Formation & Transaction Advisory
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ENDOWMENTS & FOUNDATIONS

  • Outsourced CIO Service
  • Enhanced Governance
  • Manager Due Diligence
  • Liquidity Management
  • Risk Management
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INVESTMENT CONSULTANTS & FINANCIAL ADVISORS

  • Complementary Investment Offering – Alternative Assets Platform
  • Accountancy Service
  • Consolidated Reporting
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CONTACT US

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.