As an independent firm, Fortress Investment Advisors believes in understanding your perspective and priorities, assimilating information and combining it with our experience in order to create concrete, clear, actionable strategies for you. We focus on minimizing your tax burden, protecting your wealth and assets and crafting and carrying out your plans in a team-based, coordinated and holistic manner.
Advanced Tax Mitigation Planning and Savings Growth As a healthy business, taxes undoubtedly make up a substantial portion of your business expenses. Fortress is partnered with top CPA's and tax attorneys to help deploy a series of tax mitigation strategies, including charitable giving, and a comprehensive tax plan. We help you dial down your tax liability to the lowest legal requirement, ensuring you pay exactly what you owe—and not a cent more. With less going out to income taxes, you can grow your savings even more.
A Fresh Perspective on Structure and Operations Proper business structures allow you to reduce your tax burdens while increasing your savings. Whether you are forming a business or developing an exit strategy, an expertly crafted plan can limit your tax and legal liabilities, and offer new advantages. As an example, a business with two distinct sources of income (e.g., manufacturing and service) may be able to double its tax saving opportunities with multiple entity planning. We help you design and execute an informed plan of action.
Multiple Entity Planning
Retirement Savings and Benefit Plans Retirement savings and benefit plans for owners and employees can be vital to the growth of your business. Empower yourself and your employees to reap substantial savings through rewarding retirement plans, including:
Profit Sharing Plan
Cash Balance Plan
Executive Compensation Plan
Employee Stock Ownership Plan (ESOP)
Work with us to enrich yourself and your employees now and in the future through responsible benefit plans, including:
Group Term Life Plan
Accountable Expense Reimbursement Plan
Section 162 Bonus Plan
Non-Qualified Benefit Plan
Voluntary Employee Benefit Association (VEBA)
Risk Management You need to defend your business from known and unknown dangers. Fortress leverages actuarial analysis to assist you in identifying unacceptable risks. Working together we find appropriate risk management and insurance solutions, such as captive insurance and workman’s compensation claims management, to fill in the gaps. As a fiduciary, Fortress helps you manage your exposure to risk while making sure each element of your risk management plan serves your best interests.
As your business’ lifeblood, capital enables you to grow and overcome challenges. Simply put, money fuels your business. Rely on our extended team to guide you to the best investment banking solutions.