Real estate, business, and legacy rarely sit at the same table. Forgemark is the family of firms that works where they meet.
Most real estate investors don’t have a financial advisor — they’re tired of being told not to invest in real estate. Most financial advisors have never run a business. Most business owners understand how to make money in their company, not what to do with it after.
Forgemark works where those three meet. The tax advisors, the attorneys, the financial advisors, the insurance, the real estate — all of it, the right specialist for each, working from one plan.
Forge for how it’s built — by hand, under heat, made to hold. Mark for the people who put their name to the result.
Silas’s work revolves around one core principle: helping successful families, business owners, and investors protect what they’ve built, grow with intention, and create lasting legacies.
Years in the work taught him that true wealth isn’t just numbers on a balance sheet — it’s structure, purpose, and freedom: the ability to make decisions that align with your values. That’s why Forgemark focuses on advanced insurance, tax-efficient strategies, and private planning structures designed to preserve capital and unlock liquidity.
His approach is equal parts precision and partnership — complex strategies made simple, so clients can act clearly and confidently. And he’s built Forgemark as more than a firm: a clubhouse, where the people around the table collaborate, learn, and reach opportunities together. Whether designing a tax-efficient legacy plan or mentoring the next member of the bench, the goal stays the same — wealth aligned with identity, vision, and long-term security.
Proactive, holistic, reviewed every quarter — tax, legal, risk, and property coordinated against an evolving plan. So when the deal, the offer, or the call comes, it meets a response you already briefed, not a scramble.
You deal with the people who own the outcome, not a queue. What you build, and how you build it, stays between us.
Before anything moves, we map the whole picture — assets, entities, property, coverage, and what you actually want all of it to do.
The structures that fit — trusts, entities, titling, protection — designed around your life, not a template.
The right specialist on each piece, working from one plan, with one name accountable for the whole.
Quarterly rhythm, standing review, course corrections as markets and families evolve. The plan stays alive because someone tends it.