At Fortifind, we value the expertise of advisors from multiple disciplines in shaping the health and success of businesses. We conduct team consultations to engage financial advisors, estate planners, and other appropriate professionals to bring best practices to clients and their families. Through this comprehensive approach, Fortifind offers direct client experience and scientific expertise to support advice givers as they move through complexities with families and small businesses.
Fortifind’s services focus on:
- Planning with the big picture in mind
- Identifying individual areas needing attention
- Listening to the legal perspective
- Exploring ethics and family values
- Planning for a long-term legacy
- Addressing financial implications of decisions