Montfort Finance is a boutique multi-family office, offering the skills and resources to help wealthy families and individuals in the critical task of securing their wealth and preserving their legacy for future generations.

With a deep recognition of the sensitivity of our work, we place discretion and individualization as guiding principles, engaging with our clients directly to better understand their needs and concerns, and designing strategies around their particular goals, preferences and pain points.

As an independently-owned firm, we are able to operate solely and objectively for the benefit of our clients, maintaining active involvement so that every decision made on behalf of your wealth and future is made with your input, allowing you to truly appreciate and understand the unique responsibilities and goals of your legacy.

Our team is not only passionate and dedicated to the extension and preservation of your family's wealth - we have the skill and experience to achieve that goal to great effect.

With decades of combined experience in investment management, financial consulting, wealth planning, accounting and law, Montfort Finance can guide you in any financial question or decision you may have, providing you with the answers, advice and guidance you need to secure and grow your financial prosperity.

From investment strategy to financial advice, portfolio construction to tax guidance, and everything in between, Montfort Finance is proud to be your partner in preserving and extending your wealth for years to come.