Fortitude Family Office Wins 2024 WealthManagement.com Industry Award for Private Lending Initiative

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Sep 20, 2024, 09:00 ET

Firm took home the trophy in the Family Office / Client Initiative category during September 5 awards gala at the Ziegfeld Ballroom in New York City

SCOTTSDALE, Ariz., Sept. 20, 2024 /PRNewswire/ -- Fortitude Family Office, LLC is proud to announce that it won the 2024 WealthManagement.com Industry Award in the Family Offices / Client Initiative category. Matt Walker, CPA, CGMA^®, Founder and CEO of Fortitude Family Office, accepted the honor in person during the annual WealthManagement.com Industry Awards gala, held this year at the Ziegfeld Ballroom in New York, N.Y. on September 5.

"The families we serve are not numbers and demographics to us—they are like our own families," said Matt Walker, CPA, CGMA^®, Founder and CEO of Fortitude Family Office. "That is why this recognition from WealthManagement.com, and from our industry peers, resonates so deeply with us. We are grateful to every member of our team for going the extra mile every single day, as well as to our clients for placing their faith in us to manage their financial lives."

The WealthManagement.com Industry Awards is the only awards program to recognize the people, companies, and organizations that support the success of financial advisors and their clients. Now in its 10^th year, the awards program was expanded in 2024 to honor organizations that are pioneering innovation in platforms for Philanthropy and RIA Client Initiatives. This year, a record-breaking 1,000 entries were submitted by more than 400 companies. Winners were selected by a panel of independent judges based on quantitative and quantitative criteria, ranging from adoption, feature set, scale, and scope to creativity, innovation, and methods of delivery. For more information, and a full list of winners, please visit https://informaconnect.com/wealth-management-industry-awards/.

The WealthManagement.com Industry Award presented to Fortitude Family Office recognizes Fortitude Real Estate Credit, a private credit offering focused on delivering high-yield, collateralized credit exposure.

Fortitude Family Office has garnered a variety of accolades this year, with Mr. Walker having been ranked No. 18 on AdvisorHub's 200 Advisors to Watch for 2024. AZ Business magazine has profiled Mr. Walker as one of the "Wealth Managers of the Year" in the publication's November/December 2024 issue. Mr. Walker was also honored as an InvestmentNews Awards 2024 Excellence Awardee, in the category of regional Advisor of the Year for the Southwest.

In April of this year, Mr. Walker was named Executive of the Year by Business Intelligence Group, and in January 2024, he was recognized as one of Five Star Professional's 2023 Five Star Wealth Managers. He was also a finalist in the Rising Star Under 40 category in the 11^th annual Family Wealth Report Awards program.

About Fortitude Family Office, LLC
Fortitude Family Office, LLC, is a fully-integrated financial advisory team with more than $2 billion in AUA based in Scottsdale, Arizona providing high-net-worth and ultra-high-net-worth individuals with investment, wealth management, tax, accounting, philanthropy, and business operations services. With the mission to revolutionize the way families leverage coordinated services to create, maintain, and foster their legacy and wealth, the award-winning team is recognized for delivering in-depth plans for multigenerational families, founders and entrepreneurs, corporate executives and families navigating major transitions. Founded by Matt Walker, CPA, CGMA^®, the firm is committed to developing solutions that address clients' immediate financial needs and support their wealth preservation for generations to come.

To learn more about Fortitude Family Office, please visit FortitudeFO.com.

Contact

Drew Phillips, CFA
Chief Operating Officer
Fortitude Family Office
[email protected]

SOURCE Fortitude Family Office, LLC