FIDUCIARY FAMILY OFFICE, LLC

Overview

Fiduciary Family Office, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm describes itself as a capital allocator serving individual and family clients and charges fees on a percentage-of-AUM basis while also offering hourly and fixed-fee arrangements. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm is not an active ESG investor and does not present itself as a multi-state adviser. The combination of “capital allocator” and the explicit activity of selecting other advisers indicates the firm routinely sources outside managers and funds when building client portfolios rather than relying solely on in‑house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives