Navigating wealth and succession for generations

You've spent years
building your business
and wealth.
But today your
focus is changing.

Learn More

Now it's about
making the most
of what you have.

It’s also about navigating the maze of succession, about the many decisions and details of prudent investing to pass your accomplishments on to the next generation.

Weaving those elements into a clear, robust solution is what we do best at Forthbridge Advisory Team.

20+ years of sound advice

For over 20 years, our team of specialists has delivered peace of mind to business owners, their families and their beneficiaries, making us a trusted resource.

building relationships

We work with a small number of clients who look for personal, trust-based relationships and the highest standards of guidance and support.

Our experience has led to a deep understanding of the issues that business owners face as they move into retirement.

"We can do more for our clients with
three smart people in a room than a big-firm
committee with hundreds of researchers."

– Chris Carter

Portfolio Manager
Forthbridge Advisory Team