Our clients are motivated to maximize the value of their personal and business wealth for themselves and their family today
and tomorrow-perhaps for generations to come.
Fortune Strategies has an impeccable track record of achieving ongoing success for our clients. We serve high-net worth individuals and families with differing backgrounds, vocations and personalities who have much in common:
With almost 50 years of experience working with many families in the USA and abroad, Fortune Strategies brings a unique prospective
to estate planning. Patricia Tanner has spent years cultivating relationships with some of the top
professionals in the country, and their network, experience and client focus, create lasting legacies.
"While we can often reduce the cost of paying estate taxes by 90 percent or more, our greatest satisfaction is ensuring the client's values and vision are successfully passed on to subsequent generations," Tanner observes.
With a clear picture of your financial destination and an assessment of your current situation, we will employ nearly 50
years of collective experience, technical excellence, and professional alliances to provide creative
solutions customized to your unique situation.
The selection of the appropriate solutions is an interactive process involving you, your family members, your advisors and our professional experts. Together we comprise a powerful interdisciplinary team, ready to help you design and implement sophisticated solutions to address your most critical financial issues.