Fiduciary Family Office, LLC

Fiduciary Family Office provides wealth management, financial planning, family office and consulting services to high‑net‑worth individuals, trusts, estates, foundations and other business entities. Engagements are delivered as project‑based or ongoing advisory relationships and can cover investment management as well as coordination of clients’ taxes, estate and insurance matters.

The firm manages client portfolios on a discretionary basis using a multi‑strategy, global asset‑allocation approach that incorporates ETFs, individual equities and fixed income, options, alternative investments and third‑party Independent Managers. Its process centers on a mutually agreed target allocation policy with ongoing monitoring and the use of tactical adjustments and downside‑protection strategies to mitigate market risk.

What is distinctive about the firm is its scale relative to staff: the firm reported roughly $748 million in assets under management while operating with two advisors, resulting in an unusually high AUM per advisor for its peer group. It presents as a boutique family office model—accepting held‑away assets, offering standing letters of authorization for transfers, and participating in Schwab referral and custody arrangements that supply operational and platform support.