Fortress
Protect what you’ve earned.
Personalised advisory and strategies for HNIs, senior executives, founders, business owners and family offices: to invest assets, transfer wealth, manage risk, maximise philanthropic impact and reach institutional offerings.
Significant wealth brings decisions that cut across investment, family, law and legacy. Fortress gives you one adviser who sees all of it, and a plan that is carried out, not just drafted.
Every part of a complex financial life.
Pay, equity and tax, structured.
For executives and founders whose income now comes in several forms.
Planned, then carried out.
Wills, trusts and succession, put in place and administered, not left in a drawer.
Title and tax checked before you pay.
Fee-only advice on allocation and real estate, with legal checks on every purchase.
Exposures identified and managed.
Concentration, legal, insurance and family risks, each with a plan.
Giving with measurable impact.
Foundations and giving strategies structured to do what you intend.
Offerings usually reserved for larger players.
Introductions to institutional products and partners, and a first look at Club deals.
A lawyer on the ground when you can’t be.
For diaspora clients and busy principals: we attend meetings, inspect property, sign where authorised and report back, so your affairs in Nigeria move without you being there.
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An annual relationship.
Conversation
A private, confidential first meeting, in person or by video.
Review
A full picture of your assets, obligations, family and goals.
Strategy
A written plan that ties investment, protection and legacy together.
Execution
We carry it out with you through the year, and adjust as life changes.
Your interests, and nothing else.
No product commissions, so our advice is never for sale.
We never recommend anything that traps your funds or that you can’t fully understand.
An NDA on every mandate. We do not hold your funds.
Request a Fortress consultation.
Every Fortress relationship starts with a confidential conversation. We respond within 24 hours.