Fortuna Private Wealth

Services

Advice, portfolio management, and a coordinated plan.

Fortuna delivers integrated investment management and planning under one fiduciary roof. Engagements are scoped to the complexity of the family, not to a product roster.

Discretionary investment management

We construct and manage diversified portfolios across taxable and tax-deferred accounts, using a written Investment Policy Statement we draft with each client.

Implementation favors low-cost, tax-efficient vehicles. Where private investments are appropriate and the client is qualified, we evaluate them on the same fiduciary basis as everything else.

Comprehensive financial planning

Cash-flow modeling, retirement planning, education funding, insurance review, and liquidity-event preparation, refreshed on a defined cadence rather than only when something breaks.

We coordinate with each client’s CPA and estate attorney; we do not duplicate their work or substitute for it.

Concentrated-position planning

For founders, executives, and pre-liquidity professionals, we map out diversification, hedging, charitable, and tax strategies over multi-year windows — not in the days before a deadline.

Multi-generational & trust coordination

We work alongside trustees, family offices, and counsel to keep portfolios aligned with the underlying trust documents and the family’s broader governance framework.

Cross-border family planning

For families with U.S. and non-U.S. taxable persons, we coordinate with international tax counsel on portfolio location, entity structure, and reporting considerations. We do not provide legal or tax advice.

Retirement plan consulting

Limited 3(21) and 3(38) advisory services for closely held business owners who sponsor retirement plans, with a focus on fee benchmarking, fund line-up oversight, and participant education.

Services and minimums vary by engagement. The advisory services we offer, the manner in which they are delivered, our fees, and the material conflicts of interest associated with each are described in detail in our Form ADV Part 2A and summarized in our Form CRS.

A typical engagement

  1. Discovery. A confidential conversation about objectives, balance sheet, family considerations, and any non-portfolio assets that matter.
  2. Diagnostic. A written summary of where the current plan is strong, where it is thin, and what we would change in the first 90 days.
  3. Investment Policy Statement. We draft an IPS that ties allocation, risk, liquidity, and tax sensitivity to the client’s stated objectives.
  4. Implementation. Onboarding at a qualified custodian, transition of assets with attention to embedded gains, and initial rebalancing.
  5. Ongoing oversight. Quarterly reporting, annual IPS review, tax-loss harvesting, and regular check-ins with the client and their other advisors.

Start with a conversation.

We offer a complimentary, confidential initial meeting to determine whether we are the right fit. There is no obligation and no sales process.

Request a meeting