Founded by Joel S. Schwalbe, Fortress Family Office is a boutique multi-family office dedicated to serving the complex financial and personal needs of ultra-high-net-worth families. The firm's mission is to help families preserve and grow their wealth across generations by providing a centralized and integrated approach to managing their financial affairs. Their services encompass investment management, advanced financial and estate planning, risk management, and a suite of private client and administrative services, effectively acting as a personal CFO for their clients.

Founded in

Australia