Family Office Services

Do you or your family have a liquid net worth of $10 million or more? Have you considered hiring an experienced team to serve as your family office? 

At Family Fiduciary Services, we work with our clients to maximize their wealth today, and plan the wealth transition to their next generation tomorrow. Our team offers a comprehensive and personalized suite of services including Investment Management, Trustee Services, Bill Pay, Tax Preparation and other services to clients that need holistic management. We have been serving as a family office for wealthy families since the inception of our firm and are accepting new clients at this time.   

If you are seeking a trusted partner to navigate the complexities of wealth management, we invite you to contact us for a complimentary consultation and discover how our family office team can serve you and your family's financial goals.