The Forethought Group

Our Approach

At The Forethought Group, we specialize in providing comprehensive and tailored financial strategies to safeguard the assets and futures of our clients. Our team is deeply involved with each client, ensuring that every aspect of their financial planning, from tax optimization and estate planning to insurance solutions and retirement strategies, is handled with precision and foresight.

Our services are specifically designed for clients who require sophisticated financial solutions that go beyond standard offerings. Our principals often work closely with clients as part of their extended team, bringing expertise directly into their financial planning processes to address complex challenges and achieve significant milestones.

We selectively engage with clients in sectors where our team has deep expertise, including but not limited to high-net-worth individuals, family offices, and sectors requiring specialized knowledge, such as healthcare, real estate, and emerging technologies. Our commitment to working primarily through referrals within our network ensures that we maintain a high standard of trust and success in our partnerships.

The Forethought Group is more than just a consultancy; we are your strategic partners in building and preserving your legacy. We operate exclusively through our network of clients and their trusted referrals, ensuring a personalized and discreet service tailored to the unique needs of each client.