"It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it."

-Ralph Waldo Emerson
ONE TRUSTED RELATIONSHIP. EXCEPTIONAL CLIENT SERVICE

Building on the entrepreneurial spirit that has driven the Forbes family since the founding of its eponymous magazine in 1917, Forbes Family Trust developed a multifamily office and investment firm dedicated to the values of relationship building, responsiveness, and expertise.

Our mission is helping wealthy individuals and families manage their wealth and lifestyle through long-term relationships based on unparalleled service, responsiveness, and intellectual rigor.
INVESTMENT OFFICERS
Objective advice from experienced professionals and access to broad and unique investment opportunities
FAMILY OFFICE
Your private, independent, and objective manager of lifestyle and wealth
CONSULTING
Proprietary investment manager due diligence and selection of individual managers in the structuring of portfolios
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