Strategic Advisory
FortCay Family Office Advisory was founded on the core principles of independence and transparency – allowing us to align completely with clients. As trusted advisors, we partner with clients through a goals-based approach that is not only collaborative but fiercely disciplined.
DUE DILIGENCE
- Review Opportunities on Behalf of Clients – Private Equity, Debt, & Real Estate
- Source Opportunities from FortCay Network and Present to Clients
- Constant Review of Existing Asset Managers on Platform
- Sourcing of New Asset Managers
CAPITAL FORMATION
- Private Capital Raising – Debt & Equity
- Real Estate Financing Solutions
- Shareholder Advisory
TRANSACTION ADVISORY
- Business / Equity Exit Planning
- Equity Distribution Planning
- Fairness Opinion & Valuation
- Transaction Structuring & Negotiation
PRIVATE MARKET OPPORTUNITIES
- Access to Globally-Sourced Uncommon Opportunities
- Both Direct and Pooled Vehicles
- Complementary & Uncorrelated to Traditional Investments
CONTACT US
GET IN TOUCH
We are a team of experienced professionals who recognized a unique opportunity to serve the offshore ultra-high-net-worth market.
Founded by industry veterans, successful operators, and clients our journey began with a shared vision rooted in five core values: independence, alignment, transparency, diversification, and privacy.
Our varied backgrounds, both in and out of the financial industry, equip us to not only navigate the intricacies of investment management but the broader context of your financial life.
We demonstrate belief in our approach by investing alongside our clients and they reciprocate their trust by investing in us. We measure our success by your success.