Fortress Family Office

Overview

Fortress Family Office is the current business name of Fortress Financial Pty Ltd, an active Australian private company registered from 1 March 2007. The firm provides bespoke investment advice and portfolio management, managing portfolios for families and high-net-worth individuals.¹

History

The firm says it was founded in 2007.²

Leadership

Dion Guagliardo is Managing Partner. His biography states that he has more than 20 years of experience advising high-net-worth families and individuals and holds an MBA from the University of Western Australia.³

Services

Fortress Family Office provides actively managed portfolios across asset classes, along with strategic advice on structures, investment strategies, financial planning and risk management. When specialist expertise is needed, the firm partners with professional service providers.⁴

Its stated client role may include overseeing external portfolio managers or directly managing investment portfolios for the long term.²

The firm’s current Financial Services Guide lists authorised services covering superannuation and self-managed superannuation funds, retirement planning, portfolio management, managed investments, direct shares, personal risk insurance and margin lending. It states that advice fees may be based on portfolio value or charged as a fixed fee, with the applicable fees set out in the client agreement.⁵

What the firm offers

• Investment management
• Financial planning
• Risk and insurance
• Retirement planning

Client focus

The firm works with families and high-net-worth individuals seeking long-term oversight of their investment portfolios, whether management is handled directly or coordinated through external portfolio managers.²

Approach

Fortress Family Office says its investment approach considers global macroeconomic conditions and how they affect economies and businesses.³

FAQs

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Sources

1. Australian Business Register: Fortress Financial Pty Ltd
2. Fortress Family Office: About
3. Fortress Family Office: Home
4. Fortress Family Office: Services
5. Fortress Family Office: Financial Services Guide

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.