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Fiduciary Family Office, LLC
Fiduciary Family Office, LLC is a boutique family office and registered investment adviser based in Boca Raton, Florida. The firm serves ultra-high-net-worth individuals and families, acting as their Chief Financial Officer and providing investment management, tax, estate, and legacy planning solutions. Founded by professionals with over 60 years of collective experience, Fiduciary Family Office tailors its holistic services to address the complexities of multi-generational wealth management, focusing on bespoke solutions to foster long-term prosperity and legacy communication.
Investment Strategy
Fiduciary Family Office, LLC provides highly customized investment management with a focus on designing and executing comprehensive wealth strategies for families. Their approach emphasizes integrated financial planning—combining sophisticated tax strategies, estate planning, and global investment management to address each client's unique legacy goals. The firm leverages both in-house expertise and collaborations with global institutions, continuously monitoring and adapting investment plans to preserve and grow wealth across generations.
Latest 13F Filing Activity
Fiduciary Family Office, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 186 equity positions with a total 13F market value of $305M. The fund increased holdings in Vanguard Index FDS, Nvidia Corporation, Ishares TR among other positions. Fiduciary Family Office, LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Discover Finl SVCS among others.
Top Holdings
Equity Positions (186)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 29.73% | $90.8M | 442,469 | $222.05 | $205.17 | -$8.2M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 3.59% | $11.0M | 192,984 | $57.14 | $56.85 | -$307.7K |
N NVDA | NVIDIA CORPORATION | 3.02% | $9.2M | 58,428 | $104.27 | $157.99 | +$2.6M |
M MSFT | MICROSOFT CORP | 2.87% | $8.8M | 17,622 | $376.70 | $497.41 | +$2.0M |
| ALPHABET INC | 2.01% | $6.1M | 34,823 | $154.64 | $176.23 | +$546.5K |
Industry Allocation
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