Verified 10 Nov 2026
Fiduciary Family Office, LLC
Fiduciary Family Office, LLC is a Boca Raton, Florida firm that acts as chief financial officer for families with multi-generational wealth, covering tax, estate and investment work. Its services include investment consulting and due diligence, charitable and business succession planning, cash management and a legacy planning book that records family history. Its Form ADV filed on 11 March 2026 reported $748 million in regulatory assets for 46 clients.
- Type
- Multi-family office
- Location
- Boca Raton, Florida, United States
- Sectors
- Public equities, Private funds, Fixed income
- Fund size / AUM
- $748M regulatory AUM (Form ADV, filed 2026-03-11)
- Latest fund or filing
- 11 Mar 2026
- Website
- fiduciaryfo.com
Contacts on file
For Fiduciary Family Office, LLC, the paid file holds: 1 named decision-maker with roles; LinkedIn page.
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Sources
- adviserinfo.sec.gov/firm/summary/326990
- reports.adviserinfo.sec.gov/reports/ADV/326990/PDF/326990.pdf
- www.fiduciaryfo.com/
- fiduciaryfo.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 10 lists
Family offices in Miami and South Florida (23)Family offices in Florida (40)Family offices in the Southeast (72)US family offices that invest in private funds (85)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)