A Stage Of Life Approach

The Forte´ Capital Relationship
 
          With so much media focus on the financial marketplace, investors are faced with the continuing challenge of evaluating the merits of the competing claims of investment firms. How do families separate good advice from mediocre? Moreover, how do you find an advisor you can trust to give you objective financial recommendations and guidance? Looking for an independent wealth counselor is an important first step.  

   
   
   
   
     
       
           
         Clients of Forte´ Capital enjoy a flexible private relationship that may include some or all of the following services:
           
  • Coordinating, preserving, and growing the family wealth.

  • Providing professional investment management advice in rapidly changing financial markets and assessing varied investment styles through established relationships with a range of world-class portfolio managers.
  • Working with other professional advisors to minimize estate and income taxes, and provide other cost-saving avenues.

  • Helping you enjoy increased privacy, peace of mind, and financial security.

  • Protecting your interests in the event of death or disability by assisting in the proper direction of wealth transfer.

  • Providing continuing counsel and assistance to your advisors and surviving family members, guaranteeing ongoing relationships.
  • Effectively coordinating the combined efforts of your other designated consultants, such as accountants, lawyers, bankers, stockbrokers, investment managers, etc.

  • Providing dedicated time and resources.

  • Providing independent, objective and professional advice, while acting as your advocate.

  • Providing specialized expertise tailored to your personal needs and desires.

Independent Fee-Based Asset Management Consulting ($500,000 portfolio and higher)
Review of overall personal asset structure / investment style analysis
Review of portfolio tax efficiency
Analysis of retirement funding needs
Recommendations on concentrated positions
Investment policy design
Tax lot reporting
Family Office and Trust Company Services
($2,000,000 portfolio and higher)
Trusteeships / Management of trusts
Coordination of income and trust tax preparation
Charitable and personal gifting strategies
Multi-generation asset management
Establishment of family foundations
Investment manager search and selection
Manager benchmarking
Bill paying
Personal income and expense statements
Consolidated reporting
Family wealth education
Advanced Tax Planning Services*
($5,000,000 portfolio and higher)
Income tax reduction strategies
Estate tax reduction and elimination strategies
Capital gains tax reduction and elimination strategies
Diversification and access strategies for highly concentrated assets and portfolios
Business succession and transfer strategies
* Services provided through Forté Alliance Partners
   
        The ongoing wealth management process and the planning that goes into your estate to assure that your wealth passes to the desired successors are closely related and should be addressed concurrently.
           
        We offer unbiased, objective counseling and continuity to the entire family.
           
     
A Stage Of Life Approach

 

                 

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