Fiduciary Family Office, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees from $30,000 to $250,000 for financial planning and consulting, negotiable
0.50% – 1.50% annually, depending on portfolio size, composition, and services rendered
Separate commission-based compensation for insurance products sold by supervised persons
Hourly fees from $350 to $600 depending on services and professional
Account minimum: $2,000,000 Minimum fee: $20,000 minimum annual fee, assessed quarterly, pro rata Fee-only: Fixed fees ranging from $30,000 to $250,000 for financial planning and consulting; hourly fees from $350 to $600
Main office
150 East Palmetto Park Road, Suite 301
Boca Raton FL 33432
Advisors at this office
2
Most active in
Florida · Louisiana · Maine · New York · Texas · Utah
Also doing business as
Fiduciary Family Office, LLC · Grove Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kathleen G
CFP®, Series 63, Series 65
Boca Raton, FL
Fiduciary Family Office, LLC
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 M
CFP®, Series 63, Series 66
Boca Raton, FL
Fiduciary Family Office, LLC
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.
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