Joshua Rey

Joshua Rey is the Founder and Chief Executive Officer of Fortuity, an integrated strategic advisory firm reimagining how legal, tax, financial, and operational expertise come together to solve complex challenges. For the past decade, he has advised entrepreneurs, executives, multigenerational families, family offices, and closely held businesses through sophisticated tax planning, business structuring, succession planning, regulatory compliance, governance, and strategic growth initiatives. Throughout his career, J.R. has led complex engagements involving business formations and restructurings, mergers and acquisitions, estate and trust coordination, operational transformation, tax controversy, and multi-disciplinary advisory services. His experience spans privately held companies, family enterprises, fiduciaries, and emerging ventures, with an emphasis on building coordinated strategies that support long-term continuity and sustainable growth. A recognized strategist and thought leader, J.R. is known for connecting disciplines, challenging conventional thinking, and identifying opportunities where others see complexity. His practical approach to solving high-stakes challenges has made him a trusted advisor to business leaders, families, and professionals seeking clarity in an increasingly interconnected world.