DFX Intelligence
Family office profile
E••••••• F••••• O•••••
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USOutsourced family office provideridentity confidence 90%e•••••••••.com
Why this class: E••••••• F••••• O••••• is a business unit of E••••••• Bank, built on its acquisition of Fortis Management Group, selling non-investment family office services to ultra-wealthy families and RIAs..
Verified Sep 13, 2026 (8 days ago)
Last observed Sep 20, 2026 · 11 observations · 1 source
0 people · 0 investments · 0 public positions · 3 events
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 19% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- unknown
- Headquarters
- unknown
- Office address
- unknown
- Business phone
- unknown
- Website
- e•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 13, 2026Outsourced family office provider 90%E••••••• F••••• O••••• is a business unit of E••••••• Bank, built on its acquisition of Fortis Management Group, selling non-investment family office services to ultra-wealthy families and RIAs.Factverifiede•••••••••.com“••• Locked”
- Sep 12, 2026Single family office (probable) 70%a press release by E••••••• Bank describes it as a single family office (cited)Fact
- Sep 12, 2026Multi-family office 70%a press release by Fortis Management Group describes it as a multi family office (cited)Fact
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Teamshow
No current professionals on the record.
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (1) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 1 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 1 Fact
- Investment kinds
- direct investment (1) Fact
- First and last deal
- Last: 2026-03-04 · First: 2026-03-04 Fact
- Lead vs participant
- participant (1) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline3show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedE••••••• F••••• O•••••: PROBABLE_SFO -> OUTSOURCED_FAMILY_OFFICE (E••••••• F••••• O••••• is a business unit of E••••••• Bank, built on its acquisition of Fortis Management Group, selling non-investment family office services to ultra-wealthy families and RIAs.)c•••••••••Facte•••••••••.com
- May 13, 2026Office discoveredE••••••• F••••• O••••• named as a single family office on prnewswireDiscoveryFactprnewswire.com
- Mar 10, 2026Office discoveredE••••••• F••••• O••••• E••••••• F••••• O••••• named as a multi family office on prnewswireDiscoveryFactprnewswire.com
Sources and evidence11show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 11 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
no components; scored 0
Data confidence
+10 w••••••
+5 i••••••••• s•••••• (1 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+10 i••••••••• s•••••• (1 sources)
+30 a•••••••••
Research priority
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (2195)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (132 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Office type (stated) | outsourced_family_office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com | Fact |
| Office type (stated) | single_family_office | May 13, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | single_family_office | May 13, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | single_family_office | May 13, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | multi_family_office | Mar 10, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | multi_family_office | Mar 10, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | single_family_office | Mar 10, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | single_family_office | Mar 4, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | multi_family_office | Mar 4, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | single_family_office | Mar 4, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Website | e•••••••••.com “office w•••••• e•••••••••.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com | Fact |