Fortis Family Office Employee Directory

Q: What is Fortis Family Office known for?

Fortis Family Office was founded in 1913. Fortis Family Office operates in the Financial Services industry.

Q: How many employees does Fortis Family Office have currently?

Fortis Family Office has approximately 14 employees.

Financial ServicesPennsylvania, United States11-50 Employees

Fortis Family Office has worked with families to guide, protect and grow their financial future for over a century. Our “Family Office” approach of understanding our client’s entire financial picture is rooted in not simply focusing on investable assets, but an integrated approach to maximize results. This makes Fortis well positioned to add significant value and customized solutions in the areas of tax, estate planning, cash flow management, wealth management and philanthropic endeavors.

Fortis Advisors, LLC is a Pennsylvania-based investment advisor registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940. Past performance does not guarantee future results.

Please visit https://fortisfamilyoffice.com/disclosures/to see our LinkedIn Disclosure.

Find Fortis Family Office employees' phone numbers or email addresses

Fortis Family Office Global Highlights

North America
19

United States Of America
19

Fortis Family Office's Leadership

C. K.
Chief Compliance Officer
Mobile Phone
Email
R. H.
Managing Partner
Mobile Phone
Email
B. C.
Managing Partner
Mobile Phone
Email
D. B.
Managing Partner
Mobile Phone
Email
T. M. C. C. R. C.
Director Of Wealth Planning
Mobile Phone
Email
C. B.
Director Of Operations
Mobile Phone
Email
T. M.
Director Of Wealth Planning
Mobile Phone
Email
F. F. O.
Wealth Manager
Mobile Phone
Email

Contact profiles from Fortis Family Office

Name

Title

Contact Info

Location

Last Update

R. H.
Managing Partner
Mobile Phone
Email
United StatesPennsylvania
Sep 09, 2025
B. C.
Managing Partner
Mobile Phone
Email
United StatesPennsylvania
Nov 10, 2025
D. B.
Managing Partner
Mobile Phone
Email
United StatesPennsylvania
Sep 11, 2025
C. K.
Chief Compliance Officer
Mobile Phone
Email
Oct 22, 2024
T. M. C. C. R. C.
Director Of Wealth Planning
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025
C. B.
Director Of Operations
Mobile Phone
Email
United StatesPennsylvania
Oct 25, 2025
T. M.
Director Of Wealth Planning
Mobile Phone
Email
Oct 23, 2024
F. F. O.
Wealth Manager
Mobile Phone
Email
United StatesPennsylvania
Jan 22, 2025
R. B.
Senior Tax Counsel
Mobile Phone
Email
Oct 16, 2024
D. D.
Family Office Advisor
Mobile Phone
Email
United StatesNew Jersey
Oct 25, 2025

Frequently Asked Questions

What is Fortis Family Office known for?

Fortis Family Office was founded in 1913 operates in the Financial Services industry. The company's main headquarters is located in 656 East Swedesford Road, Suite 330; you can contact the main corporate office by phone at

+1-610-313-****

. Explore Fortis Family Office's company overview page for more information.

What is Fortis Family Office's most common email format?

Fortis Family Office employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fortis Family Office email formats with LeadIQ.

How many employees does Fortis Family Office have currently?

Fortis Family Office has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Fortis Family Office's key employees and leadership?

As of December 2025, Fortis Family Office's key employees include:

Chief Compliance Officer: C. K.
Managing Partner: R. H.
Managing Partner: B. C.
Managing Partner: D. B.
Director Of Wealth Planning: T. M. C. C. R. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking