A family office is a private wealth management structure designed to handle the comprehensive financial and personal affairs of high net worth individuals and families. Family office management encompasses investment oversight, bill payment administration, financial reporting, household staffing, and coordination with legal and wealth management teams, providing a fully integrated approach to personal finance.

Forte manages the day-to-day financial operations of your family office, including bill payment administration, household payroll, financial reporting, and coordination of your financial affairs. Every solution is tailored to your family's unique needs, with seamless collaboration between your wealth management, legal, and tax advisors to ensure informed decision-making and long-term financial success.

Household payroll refers to managing compensation and tax obligations for domestic employees, including housekeepers, nannies, personal assistants, drivers, and estate managers. Household employers are subject to specific federal and state tax requirements that differ from standard business payroll, making proper management essential to remaining fully compliant.

Forte manages household payroll with accuracy, discretion, and full compliance with applicable tax and employment requirements. From processing payroll to preparing required filings and documentation, we handle every detail so you can focus on your family with confidence.

Estate planning is the process of organizing and managing an individual's assets to ensure they're distributed according to their wishes, while minimizing tax liability and avoiding legal complications. A comprehensive estate plan typically includes wills, trusts, powers of attorney, healthcare directives, beneficiary designations, and insurance policies, all working together to protect your legacy and provide for your loved ones.

Forte coordinates estate planning with your preferred legal counsel or our trusted network of estate planning professionals. We help organize the process, coordinate the preparation and execution of essential estate planning documents, and ensure your overall financial strategy remains aligned with your long-term legacy goals.

Wealth coordination is the process of aligning all aspects of an individual's or family's financial life, including investments, taxes, estate plans, insurance, and daily finances, into a cohesive, unified strategy. Effective wealth coordination requires close collaboration between financial advisors, legal counsel, tax professionals, and a trusted business manager who understands the full picture.

Forte serves as the central point of coordination for your financial affairs, collaborating with your wealth managers, legal counsel, and other trusted advisors to ensure every aspect of your financial life works together seamlessly. Through proactive communication, oversight, and reporting, we keep everyone aligned, informed, and focused on your long-term objectives.