Fortress Family Office
Accountants - Sydney, NSW
Fortress Family Office located in Sydney specialises in Tax and Financial Management, Investment Advisory and Consulting, Business & Family Governance and Concierge Services
We help our clients manage their entire financial position, mitigate risk and plan for the future. While every family is different, these themes are priorities for our clients regardless of their age or wealth. The impact on a family today and for the next generation in managing these issues successfully is significant.
Yet the vast majority of family businesses and financial wealth does not transition successfully because of a lack of preparation, poor communication among family members and a reluctance to seek advice from traditional investment or accounting firms.
Fortress Family Office is different. We take a holistic approach to understand the big picture for our clients so our advice guides them in the growth of their business and wealth, with the strategies to protect their family and financial position and in the planning to prepare for changes in the future.
Fortress Family Office provides clients with centralised management for running all aspects of their family's financial and operational functions.
Fortress Family Office provides a bespoke and holistic solution to ensuring your business, your knowledge and your wealth transition seamlessly between from one generation to the next.