The Fortez Group

Proud to be a featured case study in Robin Glen's Story of the Week(ish) series. Partnership is the cornerstone of our Firm. We’re appreciative of the collaborative nature of the Robin Glen team and their emphasis on innovative planning to create better outcomes for clients. Great example of the power of partnership and collaboration between our Firms. #wealthplanning #estateplanning #wealthtransfer

We were thrilled to host over 40 of our friends and colleagues last Thursday for our 'Elevating Your Advisory Practice with Charitable Planning' event at the Mill River Club. A huge thank you to our sponsors Armanino Fidelity Charitable® Falcon Rappaport & Berkman LLP ALINE WEALTH and our panelists Peter J. Klein Dennis Ladd Brian Crimmins Matthew E. Rappaport, Esq., LL.M. for such a great discussion on how the world of philanthropy, wealth management, estate planning and real estate can come together to enhance impact for all. Keep an eye out for more events from the The Fortez Group!

Last chance to register for our 9/12 educational seminar and networking event, Elevating Your Advisory Practice with Charitable Planning. See you there!   Registration link: https://lu.ma/yvgutszx #PlannedGiving #RealEstate #Advisory #TheFortezGroup

We’re proud to announce our partnership with Andrew Cameron and the ZenRE team as they advance their portfolio management and growth ambitions. At The Fortez Group, Asset Management services are a core pillar of how we deliver exceptional strategic support to our clients. Our team will leverage our experience and network to help ZenRE scale efficiently and achieve their target returns. If your family or firm needs help elevating your asset management strategy, let's connect and explore how we can achieve success together. #RealEstate #AssetManagement #Growth

We're excited to grow our team at The Fortez Group! We're looking for a motivated individual to help us continue our growth, and gain experience across the firm's services, partners, and clients. This is a dynamic team, operating with partners and clients across the US. If anyone in your network is interested, please reach out to one of our partners or to mgmt@fortezgroup.com

At The Fortez Group, our mission is to advance family legacies and our communities through real estate solutions. Our Real Estate Planned Giving services exemplify this commitment. As we guide families and nonprofits through real estate charitable planning, we've seen how difficult it can be for advisors, nonprofits and families to find the best strategy and assets that work for them, then execute. That's why we're excited to host this event in collaboration with our panelists, friends, and co-sponsors Falcon Rappaport & Berkman LLP ALINE WEALTH Fidelity Charitable® Brian Crimmins. These panelists have extensive experience across all types of philanthropic planning, and have seen the power it can bring to their clients, business, and community. We encourage all of our friends in Philanthropy, Private Wealth, Estate Planning, Tax and other related fields to join us! This is a free event for advisors and nonprofit representatives. Register using this link: https://lu.ma/yvgutszx #PlannedGiving #RealEstate #CharitablePlanning #FinancialPlanning

We're excited to grow our team at The Fortez Group! We're looking for a motivated individual to help us continue our growth, and gain experience across the firm's services, partners, and clients. This is a dynamic team, operating with partners and clients across the US. If anyone in your network is interested, please reach out to one of our partners or to mgmt@fortezgroup.com

Sometimes the most important thing for a family is knowing their options. Our Portfolio Management Plans (PMPs) allow our clients to proactively identify those options, then make informed decisions that align with their goals. Clients and advisors usually go through this deep dive with almost every other asset type they own, but real estate is often "managed separately". This leads to reactive and fragmented decision making. Our PMPs help solve that issue. Reach out to our team to get started today. #realestate #familyownership #financialplanning

Our Real Estate Family Office Services are helping bridge the gap between traditional wealth management and real estate. Today, we're helping families and their advisors proactively uncover the opportunities present within real estate portfolios, and then connecting the dots and coordinating the moving pieces to achieve great outcomes. Our model begins with understanding the goals and assets of a client, then using comprehensive growth, management, or exit oriented strategies to meet those goals. Partner with us to help your family build or protect a real estate legacy. #realestate #familyoffice #realestatefamilyoffice

Our Real Estate Planned Giving services have removed all the previous headaches of donating real estate. Today, we're helping advisory teams and their clients understand why giving real estate can be more beneficial than traditional methods like cash or stock, and be a catalyst to achieve other planning goals. We're also helping nonprofit and planned giving teams across the US by educating and engaging their donor base, then taking care of all the moving pieces. Partner with us to make a difference. #realestateplannedgiving #plannedgiving #realestate