Risk management & resilience
Visibility across liquidity, borrowing, currencies, counterparties, commitments and business interests—so material exposures can be understood and addressed.
Family Wealth CFO
Independent oversight across private wealth.
FinFortis acts as a Family Wealth CFO to principals, private families and family offices—bringing clarity, coordination and accountability across wealth, banking relationships, personal or business interests and professional advisers.
Complete financial perspective
Private banking & CFO experience
No products, commissions or referral fees
The role
One informed view across your financial affairs.
We bring the complete picture together, identify the questions that require attention and help each client make informed decisions in the context of their wider priorities.
Why FinFortis
Private-banking experience. Independent judgement.
FinFortis is led by a former CFO of a Swiss private bank. That background provides a deep understanding of the institutions, advisers, financial structures and commercial interests that shape private wealth—and the judgement required to bring them together effectively.
“Over more than 20 years across private banking, investment banking and wealth management, I repeatedly saw the same gap: principals and families were surrounded by capable advisers, yet often lacked one experienced person sitting solely on their side of the table—someone with no product to sell, no commission to earn and no competing interest. The Family Wealth CFO service at FinFortis was created to fill that gap.”
The principles we bring
Clarity and discipline across the complete financial position.
Effective oversight requires an understanding of how investments, liquidity, liabilities, business interests, ownership structures and future commitments interact. FinFortis helps clients consider these elements together and maintain the financial discipline needed to support their priorities over time.
Diversification & concentration awareness
A clear view of concentrations and dependencies across the overall financial position, without recommending investment products.
Governance & decision discipline
Better information, clearly defined responsibilities and accountability around material financial decisions.
Financial understanding & continuity
Helping principals and family members understand their structures, responsibilities and important financial decisions across generations.
How we help
Practical financial leadership around the decisions that matter.
The role is shaped around each client’s circumstances, providing the level of oversight, coordination and support that is genuinely required.
Complete financial perspective
Clear reporting across wealth, businesses, liabilities, liquidity, commitments and performance.
Liquidity & financial planning
Oversight of cash requirements, borrowing, commitments and future funding needs across the complete financial position.
Family enterprise & major decisions
Commercial perspective on financing, dividends, reinvestment, ownership, major transactions and succession choices.
Adviser coordination & follow-through
Coordinated specialist advice, well-framed decisions and clear accountability for agreed actions.
Independent by design
On your side of the table.
FinFortis is retained by and accountable only to our clients. We do not recommend investment products, manage investments, arrange transactions or receive commissions or referral fees.
Investment, legal and tax advice remains with appropriately authorised professionals appointed by the client. We provide independent oversight, coordination and constructive challenge—focused solely on the client’s priorities.
How we work
Direct, senior and built around you.
Every relationship retains direct senior involvement, supported by a lean team and selected specialists where required. We work alongside existing banks, investment managers and professional advisers; there is no requirement to transfer assets or replace trusted relationships.
Engagements are structured flexibly around each client’s circumstances, priorities and preferred level of involvement.
Clarity across the complete financial picture.
Better information, better-coordinated advisers and clearer accountability around your most important financial decisions.