Fortis Family Office

Overview

Fortis Family Office coordinates family-office administration, investment management, tax advisory, financial planning and wealth-planning services. Its offerings include consolidated financial reporting, real-estate oversight, cash management, bill pay, financial coordination, concierge services and technology solutions.²

History

The firm says its predecessor was established in 1913 as a family office for a Philadelphia-based family. In the late 1970s, that office transitioned into a multi-family office serving families throughout the United States.³

Fortis identifies Fortis Advisors, LLC as a Pennsylvania investment adviser registered with the Securities and Exchange Commission. The SEC’s Investment Adviser Public Disclosure record lists Fortis Advisors, LLC under CRD number 164498.⁴

Fortis Advisors’ March 28, 2025 Form ADV brochure states that the adviser has offered investment advisory services since August 2013.⁵

Timeline

1. 1913The firm says its predecessor was established in 1913 as a family office for a Philadelphia-based family.
2. 2025Fortis Advisors’ March 28, 2025 Form ADV brochure states that the adviser has offered investment advisory services since August 2013.

Leadership

Fortis’s team page lists Derek Boles, Bryan Cherny, CPA, and Randall S. Hubschmidt as Managing Partners. It lists Colleen Kelly as Chief Compliance Officer.⁶

The Form ADV identifies Derek Boles as President and Chief Investment Officer.⁵

Services

Fortis provides tax advisory and compliance services that include preparation of personal, corporate, partnership and trust returns; tax planning; estimated-tax coordination; IRS representation; relocation analysis; and charitable-giving analysis.²

Its investment management services include asset allocation, performance reporting, risk profiling, balance-sheet integration, cash-flow and liquidity integration, and investment policy statements.²

Wealth-planning services include holistic financial planning, financial modeling, asset-protection planning, legacy planning, business-succession planning and family governance.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay

Client focus

The adviser says it provides financial planning and investment consulting to high-net-worth individuals and related entities, including trusts, limited liability companies, limited partnerships, foundations and nonprofit organizations.⁷

Approach

Fortis says its process begins by understanding each client’s circumstances, values and goals. It then develops strategic and tactical steps that address the client’s financial and life issues.¹

The adviser describes investment management as being based on each client’s objectives, risk tolerance, time horizon, tax issues, liquidity, cash-flow needs and investment restrictions.⁸

Assets and minimums

Fortis Advisors’ Form ADV reports $508,437,827 in assets under management as of December 31, 2024. That total includes $385,164,377 managed on a discretionary basis and $123,273,450 managed on a nondiscretionary basis, along with $50,327,197 in assets under advisement.⁹

The Form ADV states that financial-planning fees generally range from $1,500 to $50,000 on a fixed-fee basis, depending on the scope of work and professional involvement.¹⁰

FAQs

Related resources

• LocationMultifamily offices in Pennsylvania

  Use this Pennsylvania directory to compare how multi-family offices organize investment management, tax planning, estate work, and family administration. It can help a family or business owner identify which regional service categories and client needs to discuss with Fortis Family Office during an initial review.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain-language guides on wills, trusts, and related planning decisions. These materials can help families prepare questions about estate structures, tax considerations, philanthropy, and how financial planning may connect with Fortis Family Office services.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community perspective for single-family offices and wealthy families. Readers can use it to understand common governance, education, administration, and investment concerns before assessing whether Fortis Family Office's multi-family office model fits their family's needs.

• GuideHow multifamily offices invest

  This MultifamilyOffices.com guide explains common approaches multi-family offices use when investing. A prospective Fortis Family Office client can use it to frame questions about portfolio construction, risk, liquidity, reporting, and how investment management relates to tax and estate planning.

• Similar firmsCallan Family Office, LLC
  F/B/O Services, Inc., A privately owned multi-family office providing administration, accounting, tax, and financial-planning support to individuals and families.
  Sageworth

  Reviewing Callan Family Office, LLC, F/B/O Services, Inc., and Sageworth gives readers additional reference points on this site. Their listed services can help a family or business owner compare administration, accounting, tax, financial planning, and investment support with the areas Fortis Family Office addresses.

Sources

1. https://fortisfamilyoffice.com/
2. https://fortisfamilyoffice.com/services/
3. https://fortisfamilyoffice.com/history/
4. https://adviserinfo.sec.gov/individual/summary/6256702
5. https://fortisfamilyoffice.com/wp-content/uploads/2025/04/Fortis-Advisors-ADV-Part-2A_-03282025.pdf
6. https://fortisfamilyoffice.com/team/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.