Fiduciary Family Office, LLC
SEC RegisteredStewards of your financial legacy
About the firm
Fiduciary Family Office is a Boca Raton-based firm that serves as clients' Chief Financial Officer, providing sophisticated tax, estate, and investment solutions for multi-generational wealth. With over 60 years of collective experience, the team leverages a proprietary legacy planning book and collaborates with global investment management institutions to manage and grow clients' wealth across generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Consulting, Due Diligence & Performance Reporting; Integrated Tax & Estate Planning; Charitable Planning; Financial & Retirement Planning; Risk Management Consulting & Implementation; Financial Statements; Cash Management Services; Financial Concierge & Lifestyle Services; Business Succession Planning; Liaison to Trust Services; Education Planning; Nuptial Planning.
Who they serve
Families seeking multi-generational wealth management, including clients who need a Chief Financial Officer to address the complexities of long-term financial legacy and generational planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 46 | $725M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fiduciary Family Office, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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