• Fundamental Brilliance
Close

private_client

Private
Client Group
Private Client Group

The Private Client Group at Fortis Lux serves to address the needs of high net worth individuals who face unique tax and estate planning challenges. If you have experienced financial success and wish to ensure that your legacy is transferred efficiently, the subject matter specialists in our Private Client Group can assist.

We listen carefully, conduct case consultations among multiple expert advisors, and simplify complex estate planning, tax mitigation and other business owner concerns, in order to show our clients the way forward.

Learn More
  • Individuals who potentially face substantial tax obligations
  • Individuals who seek to do legacy, estate and charitable planning
  • Individuals who have experienced (or anticipate) major liquidation events
Check the background on this investment professional onBrokerCheck

pro-athletes

Professional
Athletes
Professional Athletes

With our help and guidance, you will make decisions with regard to the distribution of your wealth,
protecting the ones you love for generations to come, and to leaving the legacy you wish through philanthropic pursuits or other endeavors.

Learn More

business_owner

Business
Owners
Business Owners

Depending on where you are in the evolution of your business – from startup to growth to maturity to exit (through sale or succession), our business owners’ division can assist you with a broad suite of services.

Learn More

professionals-execs

Professionals
& Executives
Professional & Executives

Our planning teams are deeply familiar with the needs of your evolving career. Whether you are evaluating a job offer, stock options or making benefits selections, we can advise you. A comprehensive approach means that we look at everything in concert, so that all of the gaps in your existing strategy can be identified and
addressed.

Learn More

millennials_project

Millennial
Strategies
with Millennial Strategies

Our Millennial Strategies division, is our answer to the void in the financial services industry for a younger generation of clients who deserve answers to their questions, and services that match their needs in scope and affordability – faster than ever before.

Learn More
  • Financial managment in regular people terms
  • Student loan and debt management
  • Financial Planning and Wealth Management
Check the background on this investment professional onBrokerCheck

baby_boomers

Baby
Boomers
Baby Boomers

If you are already retired, we can review your existing plan and recommend
adjustments where feasible.

Learn More