Fortis Management Group LLC

Overview

Fortis Management Group LLC is a Waltham, Massachusetts family office services firm serving ultra-high-net-worth individuals, families, and multigenerational family groups. The firm supports families across financial administration, governance, reporting, risk management, tax, philanthropy, and trust and estate matters.¹⁴⁷

Fortis describes its model as fee-only and says it does not provide investment advice. This allows the firm to coordinate with clients’ other advisers while providing administration, oversight, and strategic support.¹³

History

Fortis Management Group was founded in March 2005 by Jay Goldfarb and three associates.²

Leadership

Jay Goldfarb is Founder, Managing Director, and CEO. Nicole Bailey and Kathleen Trachy are Managing Directors and Senior Client Advisors. Kathleen Durkin and Christopher M. Farrell are Managers and Client Advisors. Genine Iffla is Director of Family Education & Governance, and David Kusmin is Director of Financial Reporting.^2891011

The team supports families with financial reporting, cash-flow planning, tax planning, estate planning, bill payment, bookkeeping, and coordination with outside professional advisers. Fortis describes its team as expert generalists focused on customized client service, integrity, transparency, and informed financial decisions.¹²¹³

Services

Fortis’s services include cash management, family governance, investment administration, philanthropy, reporting, risk management, tax, and trust and estate support.⁴

The firm provides ongoing strategic analysis of a client family’s financial picture to support proactive decision-making.⁵

What the firm offers

• Tax planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance

Client Focus

Fortis works with ultra-high-net-worth individuals, families, and multigenerational family groups.⁷

Approach

Fortis states that its approach combines strategy, clear communication, implementation support, and ongoing oversight. Its fee-only, non-investment-advisory model supports an unbiased coordinating role alongside a client family’s other advisers.¹³⁶

FAQs

Related resources

• LocationMultifamily offices in Massachusetts

  This Massachusetts directory helps a family compare local office providers and understand which services may fit complex wealth. It gives context for evaluating tax planning, philanthropy, family governance, administration, and insurance support when considering a firm serving ultra-high-net-worth families.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain-language guides on wills, trusts, and related planning decisions. A business owner can use these materials to prepare questions about tax planning, family governance, philanthropy, and how administrative support may fit into a broader estate strategy.

• Network siteFamilyOffices.com

  FamilyOffices.com provides educational resources and a community focused on single-family offices and wealthy families. Readers can use it to compare operating models, learn about governance and education, and clarify which responsibilities, such as bill pay or risk oversight, they may want outside support to handle.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced CIO differs from a multifamily office. It can help a family decide whether it needs primarily investment oversight or a broader relationship covering tax planning, philanthropy, governance, administration, and insurance considerations.

• Similar firmsProficio Capital Partners
  Ballentine Partners
  Daintree Advisors LLC

  Profiles of Proficio Capital Partners, Ballentine Partners, and Daintree Advisors LLC offer useful comparison points among firms serving wealthy families. Reviewing their stated services and approaches can help a reader frame questions for Fortis Management Group about independence, family needs, and the scope of support requested.

Sources

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.