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- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-26-2023
- Office Locations
- 3
Office Locations
About Fiduciary Family Office, LLC
Fiduciary Family Office is a Boca Raton–based fiduciary family office serving as clients’ outsourced CFO for multi-generational wealth. The team delivers integrated investment management with sophisticated tax and estate planning and ongoing analysis and monitoring of comprehensive plans. A proprietary legacy planning book helps families document history and communicate values across generations. Custody includes Schwab and Goldman Sachs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
KATHLEEN ANNE GRACE
Chief Executive Officer, Managing Member
- CRD
- #2617554
- Ownership
- 50% but less than 75%
TABITHA TERESE LETOURNEAU MEYERER
Chief Compliance Officer, Managing Member
- CRD
- #4453253
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
KATHLEEN ANNE GRACE
Chief Executive Officer, Managing Member
- CRD
- #2617554
TABITHA TERESE LETOURNEAU MEYERER
Chief Compliance Officer, Managing Member
- CRD
- #4453253
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $625,268,562 | $1,128,644 |
| Non-Discretionary | $122,400,292 | $1,748,576 |
| Total | $747,668,854 | $1,198,187 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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