You and your family are unique, and there are few decisions more important than how you manage and grow your wealth. Our goal is to help you live fully and provide for future generations. Founded to serve the investment and wealth planning needs of members of the Forbes family, we opened our doors in 2009 to welcome the world's most prominent families and family offices to join as clients.
Acquired AM Global, a multi-family office, expanding the firm's footprint to Palm Beach, Florida. Acquired Optima Fund Management, a leader in private fund and alternative investing. Partnered with Stanhope Capital, producing one of the largest independent wealth managers globally. Stanhope Capital Group and FWM Holdings Announce Merger to Create One of the Largest Independent Global Wealth Management and Advisory Firms.
Acquired AM Global, a multi-family office, expanding the firm's footprint to Palm Beach, Florida. Acquired Optima Fund Management, a leader in private fund and alternative investing. Partnered with Stanhope Capital, producing one of the largest independent wealth managers globally. Stanhope Capital Group and FWM Holdings Announce Merger to Create One of the Largest Independent Global Wealth Management and Advisory Firms.
Services
Forbes Family Trust is a multi-family office providing thoughtful investment management and family office services to preserve and grow wealth - and make life easier - for our clients. We are a registered investment advisor and a fiduciary. In addition, our partnership with Wealth Partners Capital Group has validated our value proposition, layering in powerful additional resources, expertise, and connectivity.
The Forbes family has spent over a century promoting capitalism and free market trade as a catalyst for creating and building wealth. B.C. Forbes founded what became one of the oldest family-owned business publications in the United States, featuring original articles on finance, industry, investing and marketing.
The investment universe is ever more complex and competitive. Investments must be sourced globally, from a variety of channels. Connectivity, wisdom and intelligence are essential, as are vigilance and a healthy dose of skepticism. Rigorous analysis supports everything we do, all built around our proprietary AlphaBeta technology.
FFT Wealth Management, LLC ("FFT") is an SEC registered investment adviser. Information pertaining to FFT can be found on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about FFT, including fees and services, please contact FFT's Chief Compliance Officer at 212-488-1390 to request a copy of our most recent disclosure statement.
Total assets under management ("AUM") presented here differs from regulatory assets under management ("RAUM") reported on Forbes' Form ADV. RAUM is a defined term whereas AUM includes assets, including certain alternatives assets, which while Forbes provides advice and management of such assets cannot be included in the definition of RAUM.
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