Family Office Advisory
At Fiduciary Trust, we believe that the true value of a family office goes well beyond a suite of services, as important as those services are. A family office also can be the means by which a family articulates its immediate and long-term goals—and also meets its obligations and pursues its opportunities.
We know this field. In fact, Fiduciary Trust was founded as a family office almost 125 years ago. We understand the complex issues that can arise in the process of setting up a family office. We will help you define your family's mission, and develop a multifaceted financial plan. As requested, we will provide day-to-day services, such as bill paying, help organize family meetings, and assist you in the education of the next generation regarding the obligations and opportunities of wealth.
Our comprehensive and customizable suite of family office advisory services can do more than simplify your financial life. It can also provide you with peace of mind, and give you back time to pursue your own passions.
Case Study
Opening the Family Office
We were recently approached by a family that has been blessed with significant entrepreneurial talent. The patriarch of the first generation had built up substantial assets through multiple ventures, and was now helping to finance several similar ventures by members of the second generation.
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