An Alternative to the Traditional
Delivering Select Global Investment Opportunities.
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.What We Do
Welcomed additional families to join Forbes Family Trust
Global families served
Assets under management
(View AUM Disclosure)
Partnered with one of the industry's leading investment strategy firms, Wealth Partners Capital Group