Tax advisory. A wider perspective.
Build wealth
with a better
tax strategy.
Your tax decisions reach far beyond your tax return. We connect them to your business, your capital, and the future you’re building.
For high earners, business owners, and established families.
The Fortitude perspective
Tax
strategy
Individual expertise.
A coordinated view.
The firm
One financial life.
A connected strategy.
A good tax plan should account for what comes next.
That may be growing a practice, acquiring property, preparing for a business transition, or preserving wealth for your family. Fortitude begins with tax advisory and brings the relevant specialists into the conversation as your needs develop.
We lead the relationship and coordinate the planning. Tax professionals, investment advisers, attorneys, and other specialists deliver within their own areas of responsibility.
Our family office approach →Our expertise
Start with tax.
See the whole picture.
Explore the capabilities that support your decisions, from the first planning conversation to the wider ecosystem.
Tax Strategy ↗
Year-round planning that connects your income, entities, deductions, and timing before decisions become tax returns.
02 / When complexity increasesAdvanced Tax Planning ↗
Evaluate more involved planning opportunities within the context of eligibility, liquidity, risk, and your broader objectives.
03 / Clarity for the operatorStrategic CFO Advisory ↗
Forward-looking financial leadership for businesses that need better decisions about cash, margins, growth, and capital.
04 / A separate advisory relationshipInvestment Advisory ↗
Investment advisory services are available through Capital Strategic Wealth and Soulence Wealth Management II under a separate advisory agreement.
05 / Put capital in contextReal Estate & Capital Strategy ↗
Coordinate acquisition, financing, and ownership decisions with the tax and business picture that surrounds them.
06 / Plan beyond the presentEstate & Legacy Coordination ↗
Bring estate, ownership, and succession questions into the same conversation, with legal work handled by qualified attorneys.
07 / The wider ecosystemFamily Office Coordination ↗
A multi-family office coordination model that connects specialist relationships around your priorities, without blurring who provides each service.
Who we serve
Different ambitions.
Shared complexity.
High earners
Executives, physicians, and professionals earning $300K+ who want proactive planning around income, equity compensation, and wealth.
Business owners
Owners who need their personal tax planning and business decisions to work together, with CFO advisory for $1M+ revenue businesses.
Healthcare & wellness
Private practices, medspas, and wellness operators balancing growth, cash flow, capital needs, and ownership decisions.
Families & investors
Families and real estate investors whose planning spans multiple entities, properties, advisers, and generations.
How we work
Thoughtful planning.
Clear responsibility.
Every relationship begins by understanding your circumstances and defining the work that matters.
Understand
Clarify your priorities, current structure, and the gaps worth addressing.
Design
Define a planning scope and coordinate recommendations with the appropriate professionals.
Coordinate
Support implementation, assign responsibilities, and review the plan as your circumstances evolve.
Founder & President
Strategy starts
with understanding
the person.
Shamier Choudhury leads Fortitude’s client strategy and ecosystem development. Alongside Co-Founder and COO Rose Jordan, he connects the right expertise to the decisions clients face.
Meet the people behind Fortitude →