Stewards of your
financial legacy

Fiduciary Family Office nurtures and grows the long-term prosperity of your family through unwavering trust and bespoke solutions designed with your future goals in mind. Guided by a commitment to integrity, partnership, and a vision that extends generations, we are dedicated to shaping a future where wealth enriches lives and legacies thrive.

Your Financial Legacy, Our Unwavering Commitment

Our Principles

Fiduciary

As your family CFO, we have an unwavering commitment to integrity. Trust is the foundation of all our relationships.

Partnership

We forge deep connections with our clients, often becoming an extension of the family. We are committed to helping each generation grow. We collaborate closely to understand your unique aspirations and challenges. Your goals become our goals.

Foundation

Like a deeply rooted tree, we help provide stability and support throughout all seasons of your life.

Long-Term Relationships

We take a forward-thinking approach, emphasizing long-term growth and sustainability. Your legacy is our priority.

Collaboration

Comprehensive planning is paramount to your success. Coordination with your attorneys, accountants, and other trusted advisors is critical to securing your financial legacy.

Customization

Your life plan is unique and ever-changing, shaped by life’s unpredictable twists. We design our planning to seamlessly accommodate the growth and change across generations.

Community

We provide tools for families to teach the next generation to be effective stewards of the family legacy. Our firm believes in giving back to our communities, fostering a spirit of philanthropy and social responsibility.

Enriching Every Dimension of Your Financial Life

Our Difference

We serve as our clients’ Chief Financial Officer — providing sophisticated tax, estate, and investment solutions concurrent with timely financial analysis to address the complexities of multi-generational wealth. This empowers our clients with clarity and transparency in the face of complexity, giving them more time to pursue their true passions.

Clients often feel we are an extension of their family, providing the support and confidence to help create their legacy. With over 60 years of collective experience, our team leverages a proprietary legacy planning book to help memorialize clients’ family history and communicate their legacy to future generations. Our timely execution and consistent monitoring of their personalized comprehensive plan is paramount to overall success.

Based in Boca Raton, our strong local roots are complemented by global Investment Management institutions, ensuring top-tier service. This unique combination of local insight and global reach allows us to skillfully manage and grow our clients' wealth for generations.

Our process ensures:
- Seamless Collaboration: Collaborating with your other advisors to design a fully-integrated solution.
- Integration of Life and Wealth: Fostering a solid foundation in your financial planning by blending your life goals with strategic financial advice.
- Family Legacy & Wealth Management: Developing adaptable and resilient strategies for long-term financial stability throughout generations, tailored to evolving needs.
Our comprehensive suite of services includes:
- Investment Consulting, Due Diligence & Performance Reporting
- Integrated Tax & Estate Planning
- Charitable Planning
- Financial & Retirement Planning
- Risk Management Consulting & Implementation
- Financial Statements
- Cash Management Services
- Financial Concierge & Lifestyle Services
- Business Succession Planning
- Liaison to Trust Services
- Education Planning
- Nuptial Planning

Meet the Leadership Team

Kathleen Grace

Managing Member and CEO
Read Bio

Tabitha LeTourneau Meyerer

Managing Member, COO, CCO
Read Bio

Shelby Tatz Shelby

Director of Family Office Services
Read Bio

Stewards of your financial legacy