What departments does Fortis Family Office have?

Fortis Family Office has employees across 2 departments including Legal, Administrative.

What is the largest department at Fortis Family Office?

The largest department at Fortis Family Office is Legal with 2 employees.

Where are Fortis Family Office employees located globally?

Fortis Family Office has employees across 1 continents and 1 countries including United States Of America.

How has Fortis Family Office's team size changed over time?

Fortis Family Office's team has decreased from approximately 15 to 6 employees based on available data.

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Fortis Family Office Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Fortis Family Office is a financial services firm based in Wayne, Pennsylvania, that serves families by integrating tax, estate planning, cash flow management, wealth management, and philanthropic needs within a single advisory framework. With a long-standing emphasis on understanding a client’s complete financial picture, the company aims to protect and grow wealth through customized solutions rather than focusing solely on investable assets. Its governance structure includes Fortis Advisors, LLC, a Pennsylvania-registered investment advisor, reflecting a regulatory alignment with the Investment Adviser Act of 1940.

Fortis Family Office Global Highlights

North America
18

United States Of America
18

Fortis Family Office's Leadership

C. K.
Chief Compliance Officer
Mobile Phone
Email
T. M.
Director Of Wealth Planning
Mobile Phone
Email
R. B.
Senior Tax Counsel
Mobile Phone
Email
A. D.
Family Wealth Advisor
Mobile Phone
Email
A. D.
Family Office Advisor
Mobile Phone
Email
M. M.
Family Wealth Advisor
Mobile Phone
Email

Fortis Family Office Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Community & Social Services
Supply Chain
Administrative
Other

Contact profiles from Fortis Family Office

Name

Title

Contact Info

Location

Last Update

C. K.
Chief Compliance Officer
Mobile Phone
Email
Oct 22, 2024
T. M.
Director Of Wealth Planning
Mobile Phone
Email
Jun 03, 2026
R. B.
Senior Tax Counsel
Mobile Phone
Email
Oct 16, 2024
A. D.
Family Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
A. D.
Family Office Advisor
Mobile Phone
Email
Oct 21, 2024
M. M.
Family Wealth Advisor
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Fortis Family Office known for?

Fortis Family Office was founded in 1913 operates in the Financial Services industry; 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 11 employees as of July 2026. These team members are located across 1 continents, including North America.

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

As of July 2026, Fortis Family Office's key employees include:

Chief Compliance Officer: C. K.
Director Of Wealth Planning: T. M.
Senior Tax Counsel: R. B.
Family Wealth Advisor: A. D.
Family Office Advisor: A. D.

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Fortis Family Office Employee Directory

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