FORTUNA
PRIVATE OFFICE
Who We Are
We are an independent advisory boutique supporting international families with cross-border planning and coordination. We help families navigate cross-border complexity, clarify priorities, and orchestrate trusted professional relationships across jurisdictions. We differ from a traditional multi-family office, focusing instead on providing your family with independent judgement and trusted guidance across key matters.
我们是一家位于英国伦敦的独立家族顾问机构，我们主要与有长期规划需求的国际化家族合作，协助他们在跨境发展中梳理方向、整合资源。我们不同于传统联合家办，更专注于在关键事务上为家族提供独立判断与可信赖的资源导航。
What We Support
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Cross-border matters and international coordination
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Strategic structuring of family wealth and lifestyle needs
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Identifying and aligning suitable professional partners
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Overseeing the direction and quality of ongoing projects
All engagements are tailored individually and discussed privately.
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跨境事务的整体协调
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家族财富与生活安排的策略梳理
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多方专业机构的选择与组合
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项目方向与质量的整体把控
具体内容因家族情况而异，会在一对一沟通中定制化展开。
Why Families Choose Us
01
Independent & conflict-free
独立无利益冲突，只为家族利益而行
02
Deep UK expertise, bilingual in Mandarin & English - bridging East and West with clarity
深耕英国，精通中英文, 连接东西方资源
03
Curated, trusted partner network
严选且可信赖的专业合作网络
04
Discreet, confidential and dedicated to your family's long term vision
谨慎低调，专注家族的长期愿景
05
Independent coordination with banks, law firms and asset managers (not tied to products)
独立协调银行资管及法律机构（不涉及任何产品推销）
