Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Global
- Typical ticket
- $2m–$10m
- AUM
- 400 M - 1 B
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Fiduciary Family Office, a Boca Raton, Florida-based boutique family office founded in 2011, specializes in bespoke investment management, tax, estate, and legacy planning services. It serves ultra-high-net-worth families with integrated financial strategies to preserve and grow multi-generational wealth.
Unlock mandates & allocation signals
See Fiduciary Family Office's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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