Stewards of your
financial legacy  

Behind the barricades in family office talent battle

In a recent article by Elisa Battaglia Trovato at Professional Wealth Management, CEO Kathleen Grace, CFP®, CIMA® shared her perspective on what families often get wrong when structuring their teams and strategies.

Kathi highlighted that many families underestimate the importance of coordination early on, noting, “One of the most common mistakes we see is families assuming the first step in managing their wealth is only hiring investment talent.”

She explained that the real challenge lies in aligning the full financial picture. Investment decisions, tax planning, liquidity needs, and estate structures must work together, not separately, to support the long-term family mission.

Kathi also emphasized that without a clear governance framework, even highly skilled investment professionals can struggle to execute effectively. “Investment decisions should not exist in a silo,” she added, pointing to the growing need for professionals who bring multi-disciplinary expertise across tax, estate, and investment management.

Tax, Estate Planning Season Appears Less Fraught; Uncertainties Linger

In a recent article by Tom Burroughes at Family Wealth Report, CEO Kathleen Grace shared her perspective on how tax and estate planning conversations are evolving for ultra-high-net-worth families.

Kathi highlighted a notable shift in mindset, noting that families are becoming less reactive to policy changes and more focused on their own structures and long-term financial positioning. She pointed to increased attention on managing concentrated positions and using strategies like charitable gifting to better align portfolios with family values and legacy goals.

She emphasized that, for many families, the real challenge isn’t a single tax issue, but the growing complexity of their overall financial lives.

Kathi also shared how this complexity tends to surface during tax season.

She added that as families grow across generations, layering in trusts, partnerships, and philanthropic vehicles, the need for coordination and a clear, consolidated view becomes even more critical.

CEO Kathleen Grace Named to Forbes/SHOOK 2026 Best-In-State Women Wealth Advisors in the Private Wealth Category

Kathleen Grace was recognized as one of the Top Women Wealth Advisors Best-In-State for 2026 by Forbes/SHOOK Research as of February 4, 2026. Forbes and SHOOK Research use the following criteria: industry experience, interviews, compliance records, AUM, revenue. Neither Forbes nor SHOOK received compensation for placement. Fiduciary Family Office paid a licensing fee to use the Forbes logo. Methodology link: Forbes/SHOOK Best-In-State Women Wealth Advisors.

How to Avoid the Succession Cliff and Guide the Next Generation of Wealthy Families

Many ultra-high-net-worth families spend years optimizing portfolios and tax strategies, yet avoid one conversation that matters most: who leads next.

Kathleen Grace, CFP®, CIMA® contributed an article to Crain Currency addressing why succession planning remains one of the most overlooked risks facing wealthy families. While balance sheets may be well structured, leadership transitions are often left unaddressed until a moment of loss or disruption, leaving the next generation unprepared to step in.

In the article, Kathleen explains why succession planning works best when it starts early and evolves over time. From financial education and participation in family decisions to clearly defined governance, she outlines how family offices can help prepare heirs for responsibility, not just inheritance.

Fiduciary Family Office Eyes Acquiring Other Female-Led Firms

In a recent interview with Tom Burroughes at Family Wealth Report, CEO Kathleen Grace, CFP®, CIMA®, shared insights on the firm’s evolution, the changing wealth landscape, and the growing influence of UHNW women.

Kathi reflected on her experience and opportunities ahead, including her vision for expanding with like-minded partners.

She also explored the shifting needs of UHNW women, noting that “a growing number are seeking family offices – drawn to integrated, values-driven solutions that balance financial stewardship with legacy, philanthropy, and purpose.”

Kathi touched on the practical realities families navigate, from liquidity needs to preparing for life’s unexpected moments, and highlighted the importance of aligning wealth with values, legacy, and long-term goals.

How Women of Wealth Are Creating a New Model of Giving Through Family Offices

CEO Kathleen Grace, CFP®, CIMA® recently contributed an article to Kiplinger breaking down how women inheriting significant wealth are reshaping modern philanthropy, shifting from one-time giving to building sustainable systems that fund impact for generations.

As the Great Wealth Transfer accelerates, she highlights how women of wealth are increasingly turning to family offices to align purpose with strategy, leveraging comprehensive tax, estate, and legacy planning to create long-term philanthropic structures. Kathleen also outlines why today’s women are seeking collaborative, education-driven advisory relationships, and how this values-based approach is redefining stewardship across affluent families.

5 Ways Rich Parents Can Stop Their Kids from Wasting the Family Fortune

When it comes to preserving generational wealth, the key may not be in estate planning alone, but also in how families teach their children about finances.

CEO Kathleen Grace, CFP®, CIMA® recently spoke with Theron Mohamed of Business Insider about her perspective in working with UHNW families, noting, “Most families come in and say to me: ‘How much should I give my kids? How much is too much in order to not ruin them?’”

Kathi shared five ways affluent parents can raise grounded, financially conscientious children. From connecting work to wealth or modeling charitable giving, she emphasizes intentional guidance.

Women Wielding $365 Billion Lead ‘Sideways’ Succession Boom

As women increasingly step into positions of financial leadership, CEO Kathleen Grace spoke with Benjamin Stupples at Bloomberg about how women of wealth are approaching this shift as stewards of family legacy.  Kathi shared her perspective about how this rise in female-controlled wealth is reshaping financial priorities, noting, “I do see a growing trend of women building their financial plan around philanthropy.” As opposed to solely focusing on growing generational wealth, many women are leading with impact, making charitable giving a core pillar of their long-term strategy.

This Florida RIA Startup Wants to Buy Women-Led Wealth Practices

“The ultra-high net worth is astute to the fact that bigger doesn’t necessarily mean better. As a CEO, I am the sole decision maker. Clients like to know that I’m not burdened by unnecessary time wasters in my day that sometimes are part of being in a large firm,” said CEO Kathleen Grace, CFP®, CIMA.

Kathi recently spoke with Andrew Foerch of CityWire about our strategic growth plans to acquire female-led, Florida-based RIAs over the next five years. With a commitment to thoughtful growth, she shared that our strategy centers on enhancing service excellence rather than scaling for scale’s sake, noting, “The focus for us is going to be more about – how do we do this better before we get bigger?”

Empowering Young Women Key to Preserving Family Wealth and Legacy

CEO Kathleen Grace, CFP®, CIMA® recently contributed an article to Crain Currency, highlighting the growing need for family offices to empower their female members in order to ensure effective wealth preservation and the cultivation of a lasting legacy.

As women are set to control the majority of the $30 trillion wealth transfer by 2030, she cited the importance of concerted financial education for young women as a key tool in building investment confidence, as well as actionable strategies and the long-term benefits of giving women a seat at the family table.

What You May Not Know About The Great Wealth Transfer

CEO Kathleen Grace spoke with Crain Currency about legislative uncertainty amid the great wealth transfer. The real focus, Grace believes, will be on income tax revenue to pay for the incoming party’s legislative agenda and, of course, balance the budget. She sees the estate tax and similar measures as potential bargaining tools in a broader political agenda. “Is this a critical political issue?" she said. "I don’t think so, but both sides have used sunsets as a bargaining tool in exchange to pass other legislation in the past, and they will in the future.”

The Ultrawealthy Use Trusts to Pass on Wealth and Motivate Their Kids—And So Can You

CEO Kathleen Grace, CFP®, CIMA® spoke with Alicia Adamczyk at Fortune, highlighting how trusts can serve as motivational tools to help beneficiaries build responsibility and wealth. She explained, "Most folks wonder how much is enough to give to their kids, and how do I give them not just money but the responsibility behind it to be good stewards of that money."

Mixed August CPI Report Seals September Rate Cut: What the Experts Are Saying

“The general consensus on the street is that the Fed is behind in beginning its easing cycle,” said CEO Kathleen Grace. Following the release of the August CPI report, Kathleen shared with Kiplinger that the odds of a recession increase every day that we have rates at these levels. She highlighted the actual time it takes for a rate cut to have an impact on the overall economy — economists say 8-10 months.

How to Plan for Retirement if You’re Behind on Saving in Middle Age

Retirement can feel daunting, especially for those in their 40s and 50s who haven't saved enough. In a recent discussion with Hannah Miao of The Wall Street Journal, CEO Kathleen Grace offered insights on how to make impactful changes by automating savings & using catch-up contributions. "There’s no magic in saving for retirement. You have to have the determination and you’re going to have to make sacrifices along the way," she says.

Fed Chair Jerome Powell Faces a Precarious Balancing Act Amid Criticism from Republicans and Democrats

Federal Reserve Chairman Jerome Powell faces political pressure from both parties regarding interest rate decisions, but he remains committed to data-driven policy. Despite differing views, Powell emphasizes decisions will be based solely on economic data. CEO Kathleen Grace underscores this by stating, “Fed rate movements take eight to 12 months to have a widespread economic impact, but consumers typically see immediate market reactions to policy changes.”

When Will the Fed Begin to Cut Interest Rates? It’s a Mystery

CEO Kathleen Grace shared her perspective with Bryan Mena of CNN Business ahead of the Fed's May meeting. Pointing to stubbornly high inflation, she stated it is "unlikely we will see a rate cut until July or September." Her analysis highlights the complex factors the Fed must weigh as it determines the appropriate timing for potential rate cuts.

Fed Holds Rates Steady at 23-Year High: What the Experts Are Saying

CEO Kathleen Grace shared her perspective on the Federal Reserve's current challenges with Dan Burrows of Kiplinger. She stated, "The Fed has been surprised and humbled by the persistent inflation data and the resilience of the economy and consumer." Her insights highlight the difficulty of adjusting economic policies in a context where strong labor markets and solid growth might push rate cuts further into the future.

Nervous About the Election? Here’s What Financial Pros Have to Say About That

CEO Kathleen Grace was featured in Barron's discussing investment strategies during the election season. Kathleen states, "We know from experience that market gyrations create an emotional response that typically leads investors to make poor timing decisions." She emphasizes the importance of focusing on long-term goals and avoiding reactionary moves.

May CPI Comes in Soft: What the Experts Are Saying About Inflation

"The Fed has quite a bit to consider given today's CPI report coming in flat from the month prior," says managing member and CEO Kathleen Grace . Kathleen emphasizes the market’s positive reaction to the inflation data but also highlights the Fed's challenging position. She shared with Kiplinger that if the Fed delays rate cuts for too long, sectors already experiencing slowdowns might slip into recession.

A New Approach to Serve Female Investors

By 2030, women are set to control the majority of the $30 trillion being transferred from the baby boomer generation. In an article on WealthManagement.com, CEO Kathleen Grace shared her insights into how financial advisors can better serve the female investor. She emphasizes the importance of engaging in meaningful dialogue, taking a collaborative, process-oriented approach to planning, as well as advising on how solutions will help your female clients achieve their goals.

Thwarting Kidnappers and Cyber Crooks: When Advisors Go Above and Beyond for Clients

"Our type of client isn't just looking for great investment advice; they need critical thinking," shared CEO Kathleen Grace with Steve Garmhausen of Barron's Advisors. Kathleen's account of resolving a client's unique crisis highlights the indispensable role of advisors as not only financial experts but also as problem solvers.

Retirees: Here’s How to Be Smart About Bonds

In a recent conversation with Elizabeth O'Brien of Barron's, CEO Kathleen Grace highlighted the unique investment opportunities in today's municipal bond market. She noted, "It has been a long time since we've seen rates this high," while discussing individual bonds yielding around 4.5% to 5%. Kathleen's insights illuminate a strategic approach to navigating today's fixed income landscape, advocating for selecting bonds that can offer both stability and attractive returns.