Case Study

Forbes Family Trust

Forbes Family Trust sought a modern solution for tracking and reporting on illiquid assets and alternatives that would also scale across their multi-family office.

Forbes Family Trust (FFT) is a multi-family office with locations throughout the United States and parts of Europe. The firm is focused on providing thoughtful investment management and family office services to preserve and grow wealth, while making life easier for their HNW clients. Originally founded to serve the Forbes family, FFT has broadened its reach to seamlessly integrate investments, planning, and lifestyle considerations. Clients benefit from FFT's ability to distill and relate complex situations to their particular needs.

As part of this approach, FFT relies on the latest technologies to help them deliver on their service promise.