Your goals matter. No matter what you’ve set out to accomplish in life, safeguarding the amazing foundation you've been able to create is critical in being able to maintain long term success for generations to come. 

Our financial and wealth management services will allow you to plan for future generations, new business endeavors, and more. We are as passionate about helping you get the most out of your money as you are about your profession. We’re fortunate to serve a highly diverse and venerable clientele because we take the time to fully understand the nuances of advantages and challenges that may arise in your specific industry and career.

Individuals

High Net Worth Individuals, Executives,
Millennial & Baby Boomer Professionals
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Your financial goals are as individual as you are. What do you want to accomplish, and by when? How much risk can you tolerate emotionally and financially? What do you need to live your life the way you want now and in the future? 

We help answer these questions and others like them by listening carefully, conducting case consultations among multiple experienced advisors, and simplifying complex estate planning, tax mitigation, and other concerns to show clients a way forward. 

Our planning teams are deeply familiar with the needs of your evolving career. Whether you are evaluating a job offer, stock options, or making benefits selections, we can advise you. A comprehensive approach to your wealth management solutions means we look at everything in concert. This ensures all of the gaps in your existing strategy can be identified and addressed. 

Working together, we’ll customize a comprehensive financial strategy that revolves – and evolves – around what matters most to you.

Our Clients Include:

» Individuals who potentially face substantial tax obligations
» Individuals who seek to do legacy, estate, and charitable planning
» Individuals who have experienced, or anticipate major liquidation events
» Business owners looking for succession or exit strategies

We at Fortis Lux offer you:

» Comprehensive financial planning
» Retirement planning
» Wealth management solutions
» Estate planning strategies
» Risk management
» Tax efficient strategies
» Charitable giving strategies
» Business financial planning

Business

Owners

Small Businesses,
Medium-Sized Businesses

Our wealth management firm has deep resident expertise in working with business owners. We particularly enjoy working with business owners because of the unique challenge of satisfying the needs of the business and its employees, while concurrently recognizing that for many, the business itself is a retirement vehicle. 

Depending on where you are in the evolution of your business – from startup to growth, to maturity, to exit through sale or succession, our business owners’ division can assist you with a broad suite of services.

We at Fortis Lux offer you:

» Retirement planning
» Business risk management solutions
» Succession and exit planning
» Recruiting and retention strategies
» Business financial planning
» Tax efficient strategies
» Charitable giving strategies
» Business financial planning

For individual business owners, we offer:

» Comprehensive financial planning
» Retirement planning
» Wealth management solutions
» Estate planning strategies
» Risk management
» Tax efficient strategies
» Charitable giving strategies

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Athletes | Entertainers

Football, Basketball, Baseball, Hockey,
Tennis, Golf, Olympians, Music, Film, Television

Professional athletes tend to accumulate wealth relatively early in life. They also generally have short careers. Unfortunately, many players fail to implement a sound financial plan, leaving them susceptible to unexpected adversity once their careers end.

Many people believe that athletes are capable of playing well into their thirties and forties. However, the average career lengths of the top professional sports in the United States are:

NFL – 3.5 years * | NBA – 4.8 years * | MLB – 5.6 years * | NHL – 5.5 years *

Our team is dedicated wholly to financial planning for professional athletes who wish to finish strong, beyond the scope of their athletic careers. Our experienced advisors will partner with you to leverage your discipline and focus – the very attributes that enabled you to reach the pinnacle of your career – and transfer those abilities to managing your finances.

We begin by offering you the financial education you need to be an active decision maker on your behalf. All too often, we meet pro athletes who have lost their hard-earned wealth because they trusted the wrong people, or invested in inappropriate financial vehicles that were entirely unsuitable to their needs.

With our help and guidance, you will make decisions about the distribution of your wealth, protecting the ones you love for generations to come, and to leave the legacy you wish through philanthropic pursuits or other endeavors.

We offer other services, such as:

» Comprehensive financial planning
» Wealth management solutions
» Estate planning strategies
» Risk management
» Tax efficient strategies
» Charitable giving strategies

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