Fortitude Family Office, LLC

Overview

Fortitude Family Office, LLC is a Scottsdale-based family office offering a comprehensive suite of financial services to high-net-worth and ultra-high-net-worth individuals and families. Their offerings include investment management, wealth management, tax planning, accounting, philanthropy, and business operations support. The firm emphasizes a high-touch approach, aiming to protect clients' most valuable asset: time. The firm's investment strategy encompasses private equity, real estate, and fixed income, focusing on growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities. They serve clients across various industries, including financial services, real estate, private equity, fixed income, and venture capital. Fortitude Family Office is committed to developing solutions that address clients' immediate financial needs and support their wealth preservation for generations to come. Founded by Matt Walker, CPA, CGMA®, the firm has been recognized for its excellence in client service and innovative initiatives. In 2024, Fortitude Family Office won the WealthManagement.com Industry Award in the Family Offices / Client Initiative category for its private lending initiative. Additionally, Matt Walker was honored as Executive of the Year by Business Intelligence Group in April 2024 and named to the Five Star Wealth Manager's 2023 list in January 2024. These accolades reflect the firm's dedication to delivering in-depth plans for multigenerational families, founders, entrepreneurs, corporate executives, and families navigating major transitions.

Investment Focus

• High-net-worth individuals
• Ultra-high-net-worth individuals
• Families seeking comprehensive financial services

Portfolio Companies