Services

We manage the daily financials for you and your business and provide access to the best support services available.  Forte brings all the information together with consideration to cash flow, taxes, legal ramifications, and your objectives. We take a holistic approach to everything impacting your goals and financial prosperity and help ensure you have the advice needed to make the best decisions possible to achieve your goals.

Family Office Management

We manage the daily financial activity of your family office, including bill pay administration, household payroll, financial reporting, and assistance coordinating other financial activities.

We take a holistic approach toward managing your affairs and customize our service to your needs. We work collaboratively with your wealth management and legal professionals to help ensure you have the information and advice needed to make the best decisions possible and achieve your goals.

Business Consulting

The Forte team brings a deep level of experience managing family office activities and hands-on management in a variety of small and large businesses. Forté’s principals have successfully completed over $3 billion in private equity and corporate finance transactions. In short, Forte brings the breadth and depth of operating experience together with the financial expertise necessary to deliver sound and reasoned advice. We help you navigate your challenges, grow your business, and achieve your goals.

Business Account Receivable & Payable

Forte provides full charge accounts receivable and accounts payable bookkeeping support. We tailor our support to your personal family office or business needs to include managing all vendor bills and payables, issuing invoices, as well as collecting and depositing receivables. We handle all the related activity, enabling you to have more personal time and/or focus on managing and growing your business.

Business Account Receivable & Payable

Forte provides full charge accounts receivable and accounts payable bookkeeping support. We tailor our support to your personal family office or business needs to include managing all vendor bills and payables, issuing invoices, as well as collecting and depositing receivables. We handle all the related activity, enabling you to have more personal time and/or focus on managing and growing your business.

Expense Adminstration

Forte manages daily bookkeeping, bill paying, and accounting activities for your personal and business affairs. We provide the benefit of proven processes that are efficient and effective, redundancy in human and physical resources, the security of checks and balances, and experienced managerial oversight to all the accounting activities.

Business Payroll

Forte establishes and routinely processes payroll for your business employees using an accredited payroll service to ensure proper compliance and payroll tax filings. We also maintain payroll records for potential audit purposes and manage annual disability and worker’s compensation insurance audits. We will also complete and file annual Form 1099’s for your business independent contractors as applicable.

Human Resources

Forte assists in helping you comply with the latest employment requirements. These services include assistance in processing offer letters, employment agreements, on-boarding payroll documents, and termination agreements. We help ensure the proper hiring paperwork is completed and retained in addition to managing payroll setup and on-going payroll processing.

Negotiation Support

We support our clients in strategic discussions and contract negotiations for a variety of activities, to include partnering or new venture discussions, employment, separation, operating, service, and supply agreements. Our goal is to provide the support needed to help achieve the results you desire.

Insurance & Legal Support

Forte has access to a network of professionals who provide estate planning, contract and transactional support, patent and trademark services, employment related services, divorce support, and litigation services as needed. Forté works with your chosen legal counsel to ensure they have the relevant information needed to operate as efficiently and effectively as possible in achieving the desired result.

We provide access to the best insurance services available through our network of brokers. Forte leverages the book of business of all our clients to ensure you get the best service with the proper coverage at competitive pricing for your personal and business needs. We also support and manage routine worker’s compensation and disability insurance audits so you can stay focused on managing and growing your business.

Planning & Filings

We assist in developing budgets and financial forecasts to enable personal and business planning. We routinely report performance against budgets to measure progress and assist in making the operational decisions needed.

Forte also supports our clients with necessary personal and business income tax filings, either directly or in coordination with your desired tax professional.

Household Payroll

Forte establishes and routinely processes payroll for household employees, including childcare support, personal chef’s, landscapers, personal assistants, etc. We also complete and file annual Form 1099’s for your independent contractors as applicable.

Financial Analysis & Reporting

We provide routine financial reports and analysis for your personal and business affairs. Forte will customize reports tailored to your needs and provide key performance metrics to help maximize results. We can also provide comprehensive analysis of specific opportunities and ventures as needed, drawing on years of experience in launching new businesses and offerings, forming joint ventures, establishing operating agreements, and conducting mergers and acquisitions.

Estate Planning Support

Forte coordinates with a network of licensed estate planning professionals, or with your preferred counsel, to help put the proper plans in place. We assist in all elements of the estate planning process including support in the drafting and execution of the necessary wills, trusts, living wills, powers of attorney, insurance, and back-up digital records.