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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.

Find Fortis Family Office employees' phone numbers or email addresses

Fortis Family Office Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Fortis Family Office's Leadership

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

Fortis Family Office Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Community & Social Services
  • Supply Chain
  • Other

Contact profiles from Fortis Family Office

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at Fortis Family Office
    C. K.
    Chief Compliance Officer
    Mobile Phone
    Oct 22, 2024
  • Director Of Wealth Planning at Fortis Family Office
    T. M.
    Director Of Wealth Planning
    Mobile Phone
    Jun 03, 2026
  • Senior Tax Counsel at Fortis Family Office
    R. B.
    Senior Tax Counsel
    Mobile Phone
    Oct 16, 2024
  • Family Wealth Advisor at Fortis Family Office
    A. D.
    Family Wealth Advisor
    Mobile Phone
    Oct 17, 2024
  • Family Office Advisor at Fortis Family Office
    A. D.
    Family Office Advisor
    Mobile Phone
    Oct 21, 2024
  • Family Wealth Advisor at Fortis Family Office
    M. M.
    Family Wealth Advisor
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Fortis Family Office known for?

Minus sign iconPlus sign iconFortis Family Office was founded in 1913 and operates in the Financial Services industry. You can contact Fortis Family Office's 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?

Minus sign iconPlus sign iconFortis Family Office employees' email format typically follows the pattern of FLast@fortis-wealth.com. 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?

Minus sign iconPlus sign iconFortis Family Office has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 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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