Company Information

Get to know Fortress Family Office

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.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Fortress Family Office

Australia

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.