Firm is recognized for its Fortitude Private
Lending & Fortitude Real Estate Capital initiatives
SCOTTSDALE, Ariz.,
Aug. 8,
2024 /PRNewswire/ -- Fortitude Family Office, LLC
proudly announces that it has been named as a finalist in the 2024
WealthManagement.com Industry Awards program, in the
Family Offices / Client Initiative category.
For the past 10 years, the annual WealthManagement.com
Industry Awards have recognized the people, companies, and
organizations that support the success of financial advisors and
their clients. This year's winners will be announced on
September 5, 2024 at the Ziegfeld
Ballroom in New York, N.Y.
"Managing families' entire financial lives is at the heart of
everything we do," said Matt Walker, CPA,
CGMA®, Founder and CEO of Fortitude Family
Office. "The financial plans and strategies we craft with
our clients are built for them—not for an industry demographic.
This honor would not have been possible without the dedication to
clients on display from every member of our team day after day,
month after month, and year after year. We are grateful to
WealthManagement.com for calling attention to our team's
high-touch approach to helping our clients expand their wealth and
amplify their impact."
In 2023, Fortitude Family Office launched Fortitude Private
Lending, a private equity fund comprised of the firm's clients,
which invested in the exceptional team at CV3 Financial Services, a
provider of lending solutions for real estate investors nationwide.
Mr. Walker was appointed Chairman of CV3 Financial Services to
represent clients' interests. Subsequently, Fortitude Private
Lending also launched Fortitude Real Estate Credit, which is
focused on delivering high-yielding, fully collateralized credit
exposure to clients. These two offerings, and their collective
results since launch, have made a direct impact on the financial
well-being of the firm's clients over the past year.
This is the most recent accolade Fortitude Family Office has
garnered. Earlier this year, Mr. Walker was ranked No. 18 on
AdvisorHub's 200 Advisors to Watch for 2024. In
April 2024, Mr. Walker was named
Executive of the Year by Business Intelligence Group, and in
January of this year, he was recognized as one of Five Star
Professional's 2023 Five Star Wealth Managers. He was also a
finalist in the Rising Star Under 40 category in the
11th annual Family Wealth Report Awards
program.
In addition, Mr. Walker was honored as an InvestmentNews
Awards 2024 Excellence Awardee, in the category of regional
Advisor of the Year for the Southwest. The InvestmentNews
awardee profile of Mr. Walker is available here:
https://www.investmentnews.com/in-awards/features/an-immense-responsibility-to-serve-others-253934
About Fortitude Family Office, LLC
Fortitude
Family Office, LLC, is a fully-integrated financial advisory team
with more than $2 billion in AUA based
in Scottsdale, Arizona providing high-net-worth and
ultra-high-net-worth individuals with investment, wealth
management, tax, accounting, philanthropy, and business operations
services. With the mission to revolutionize the way families
leverage coordinated services to create, maintain, and foster their
legacy and wealth, the award-winning team is recognized for
delivering in-depth plans for multigenerational families, founders
and entrepreneurs, corporate executives and families navigating
major transitions. Founded by Matt Walker, CPA,
CGMA®, the firm is committed to developing solutions
that address clients' immediate financial needs and support their
wealth preservation for generations to come.
To learn more about Fortitude Family Office, please
visit FortitudeFO.com.
Contact
Drew Phillips, CFA
Chief Operating Officer
Fortitude Family Office
drew@fortitudefo.com
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SOURCE Fortitude Family Office, LLC