Tabitha LeTourneau Meyerer, COO, CCO and Kathleen Grace, CEO, CIO
Financial Advisors
Kathleen Grace, CEO, CIO and Tabitha LeTourneau Meyerer, COO, CCO, are reshaping what it means to manage wealth, infusing every client interaction with deep expertise and genuine care.
They offer sophisticated tax, estate and institutional investment planning, all delivered with a boutique-style personal touch you won’t find just anywhere.
“As a Family Office, we’re not just managing investments — we assist in designing your financial future and that of the next generation,” says Grace, who brings more than 30 years of experience advising Fortune 500 executives, multigenerational families, and entrepreneurs. “It’s both comprehensive and personal, incorporating tax and estate planning within family legacy goals.”
Grace is a frequent contributor to national media and has been named with others as Influential Business Woman of the year by South Florida Business Journal.
Grace and Meyerer previously worked at large financial institutions like Goldman Sachs and RSM McGladrey, but realized they could make a more meaningful impact by branching out on their own.
“There can be a false sense of security in large institutions,” Grace explains. “Complex clients are not ‘scalable.’ They have unique needs and circumstances, and their planning should reflect this. Larger institutions are not built to modify their service delivery for each client. Further, most clients already have access to global institutional investment managers.”
They connect especially well with clients who care about legacy and want to ensure their spouse and children are supported well into the future.
“We take an analytical approach to enriching our clients’ lives, not just their portfolios,” says Grace. “Our role is to plan for their financial future with all the pieces in mind.” Many families have been with them for over 25 years; Grace and Meyerer advise their clients’ children and even their grandchildren. Their office feels more like a welcoming home than a conference room and that’s intentional.
“Our clients become an extension of us,” says Grace. “We want them to feel confident and understood throughout the journey.”
From reviewing estate plans to coordinating with attorneys and CPAs, they function as a family’s CFO — facilitating proper implementation of complex plans.
Clients often express their gratitude for the team’s commitment to being there when needed most. “That’s why we do what we do,” says Meyerer. “We enjoy helping to make a difference in their lives — especially during life’s most difficult moments.”
Fiduciary Family Office, LLC, 150 E. Palmetto Park Road, Ste. 301, Boca Raton, 561-353-4440, fiduciaryfo.com
Fiduciary Family Office, LLC is registered with the U.S. Securities and Exchange Commission (SEC) transacting business in the U.S. in states only where it is properly notice filed or is excluded or exempted from registration requirements.
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