Family Fiduciary

Family Fiduciary is a family office and fee-only registered investment advisor that works with entrepreneurs, executives and families on wealth management, investment management, financial planning and estate planning. The firm also offers trustee services and advising for 401(k) plans.

The firm is compensated by clearly disclosed fees for managing assets rather than by commissions, and it uses Fidelity Investment Institutional Services as custodian for client accounts. New clients can request a complimentary consultation by contacting the office in Beverly, Massachusetts, in Cummings Center. Clients also have access to an online portal for account information and forms.