| "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 |