Founded in 2009, Forbes Family Trust operates as a multi-family office dedicated to providing holistic, unbiased wealth management. The firm serves ultra-high-net-worth families by offering a wide range of integrated services, including investment management, wealth planning (such as trust and estate advisory and tax planning), and a suite of family office services. Its mission is to preserve and enhance generational wealth through tailored, client-centric strategies, acting as a fiduciary and trusted advisor.

Founded in

United States