Kathleen Grace is a CFP® with 24 years of experience in financial advising. She currently works at Fiduciary Family Office, LLC and previously spent 11 years at Goldman Sachs Personal Financial Management. Outside of advising, she is the owner of Excelsior Capital Holdings, LLC, and is involved in writing and promoting a book. Fiduciary Family Office provides financial planning, family office, and investment management services primarily to high-net-worth individuals and entities. The firm uses a multi-strategy, globally diversified investment approach and focuses on larger, consolidated client relationships with substantial planning engagements.

Tabitha Meyerer is a CFP® with 22 years of industry experience. She has been with Fiduciary Family Office, LLC since 2023 and previously worked at Goldman Sachs Personal Financial Management for 11 years. Fiduciary Family Office provides financial planning, family office, and investment management services primarily to high-net-worth individuals, trusts, and other entities. The firm employs a multi-strategy, globally diversified investment approach with discretionary portfolio management and offers comprehensive family office functions.