01
Strategy & Allocation
Portfolio construction, mandate design and capital-allocation frameworks for sovereign and institutional pools — positioning capital across cycles, geographies and asset classes.
Strategic AdvisoryAdvisory for the decisionsthat define what comes next.
Fortset advises a small number of institutions and principals on matters of strategy, structuring and capital — where the quality of judgement is the only thing that matters.
Sovereign Wealth FundsPrivate Equity SponsorsSingle & Multi-Family OfficesCorporate Holding CompaniesSovereign Wealth FundsPrivate Equity SponsorsSingle & Multi-Family OfficesCorporate Holding Companies
Practice
Three disciplines, one standard of judgement.
Fortset operates across three areas of practice. Each mandate is led by a principal. We are selective by design.
02
Transactions & Structuring
End-to-end support on principal investments, co-investments and platform deals — origination, structuring, negotiation strategy and the architecture that holds value through the hold period.
03
Advisory & Resolution
Discreet advisory on contested situations, restructurings and stakeholder disputes — bringing legal, commercial and diplomatic judgement to bear where ordinary advisers reach their limit.
04
Fractional Services
Fortset places senior fractional executives — CFOs, COOs, legal advisers and board-level principals — for institutions that require the capability without the permanence. Every engagement is bespoke, discreet and network-sourced.
05
Family Office Architecture
Building and professionalising the institutions that steward generational wealth — governance, investment mandate, succession and the interface between family and capital.
06
Strategic Adviser
A retained relationship in which a senior Fortset principal serves as an ongoing strategic resource to a chair, founder or investment committee — available for the conversations that do not fit a formal mandate, and present when the decision cannot wait.
Track Record
A selective record.
These figures reflect the scope of work undertaken since the firm's founding — across jurisdictions, transaction types and client relationships.
$2B+
In transaction value advised
16
Mandates concluded
7
Jurisdictions across Gulf, Europe & the Americas
Insights
Selected thinking.
Published sparingly, for the principals we work with — perspectives on the structural shifts reshaping where institutional capital is deployed.
The new geometry of Gulf outbound investment
Why the largest sovereign pools are re-architecting how they hold international assets — and what it means for sponsors raising capital from the region.
Read perspective →When continuation funds outlast their thesis
A framework for principals weighing extension against exit, and the governance conditions under which holding longer actually creates value.
Read perspective →Institutionalising without losing the family
The governance transition that decides whether generational capital compounds — and the failure modes that quietly erode it across a single succession.
Read perspective →