Fiduciary Family Office, LLC

Overview

Fiduciary Family Office, LLC is an independent registered investment adviser structured as an LLC. The firm registered with the SEC in 2023 and positions itself as a capital allocator for individual and family clients, offering financial planning and discretionary portfolio management alongside selection of other advisers. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm does not present itself as an active ESG investor. Fiduciary Family Office’s advisory scope covers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and manager selection services. As a capital allocator, it deploys client capital into both publicly traded instruments and externally managed alternative vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives