Verified 10 Nov 2026
Family Fiduciary Services, Inc.
Family Fiduciary Services, Inc. is a fee-only registered investment adviser in Beverly, Massachusetts, that acts as a family office for entrepreneurs, executives and families. It offers wealth management, trustee services, bill pay and tax preparation, and aims its family office service at households with $10 million or more in liquid net worth. Its Form ADV filed on 24 August 2026 reported $254 million in regulatory assets for 39 clients.
- Type
- Multi-family office
- Location
- Beverly, Massachusetts, United States
- Sectors
- Public equities
- Fund size / AUM
- $254M regulatory AUM (Form ADV, filed 2026-08-24)
- Latest fund or filing
- 24 Aug 2026
- Website
- www.familyfiduciary.net
Contacts on file
For Family Fiduciary Services, Inc., the paid file holds: 5 named decision-makers with roles; LinkedIn page.
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