Forte provides comprehensive financial management for high-net-worth individuals and families. From overseeing the day-to-day operations of your family office to supporting estate and legacy planning, we work closely with your legal and wealth management advisors to help preserve, protect, and transfer your wealth with confidence.
Forte manages the day-to-day financial operations of your family office, including bill payment administration, household payroll, financial reporting, and coordination of your financial affairs. Every solution is tailored to your family's unique needs, with full collaboration between your wealth management, legal, and tax advisors to ensure informed decision-making and long-term financial success.
Forte will manage your household payroll for domestic staff, such as housekeepers, nannies, personal assistants, drivers, estate managers, etc. We have decades of experience in household payroll and compliance to make sure all applicable state and federal requirements are met.
We ensure you fully understand your options as we build a comprehensive estate plan tailored to your financial goals, typically including wills, trusts, powers of attorney, healthcare directives, beneficiary designations, and insurance policies to protect your legacy and provide for your loved ones. Forte coordinates this process with our trusted network of estate planning professionals or your preferred legal counsel.
Forte serves as the central point of coordination for your financial affairs, collaborating with your wealth managers, legal counsel, and other trusted advisors to ensure every aspect of your financial life works together in a unified strategy. Through proactive communication, oversight, and reporting, we keep everyone aligned, informed, and focused on your long-term objectives.
Schedule a complimentary consultation to see how we can support your business.
Contact UsA family office is a private wealth management structure designed to handle the comprehensive financial and personal affairs of high net worth individuals and families. Family office management encompasses investment oversight, bill payment administration, financial reporting, household staffing, and coordination with legal and wealth management teams, providing a fully integrated approach to personal finance.
Household payroll refers to managing compensation and tax obligations for domestic employees, including housekeepers, nannies, personal assistants, drivers, and estate managers. Household employers are subject to specific federal and state tax requirements that differ from standard business payroll, making proper management essential to remaining fully compliant.
Estate planning is the process of organizing and managing an individual's assets to ensure they're distributed according to their wishes, while minimizing tax liability and avoiding legal complications. A comprehensive estate plan typically includes wills, trusts, powers of attorney, healthcare directives, beneficiary designations, and insurance policies, all working together to protect your legacy and provide for your loved ones.
Wealth coordination is the process of aligning all aspects of an individual's or family's financial life, including investments, taxes, estate plans, insurance, and daily finances, into a cohesive, unified strategy. Effective wealth coordination requires close collaboration between financial advisors, legal counsel, tax professionals, and a trusted business manager who understands the full picture.