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Family Back Office Solutions

designed to bring clarity, structure, and continuity
to the administrative needs of multi-generational families.

Families rely on coordinated back office support to simplify complexity and create stability across generations.

A Fiduciary Partner for Families Managing Complexity

We deliver Family Back Office Solutions grounded in structured processes, objective oversight, and a long term commitment to supporting multi generational needs.

  • Transparent and conflict free administration
  • Independent fiduciary oversight
  • Evidence based trustee processes
  • Stewardship focused coordination
  • A long term, continuity driven partnership
FAMILY BACK OFFICE SOLUTIONS

Comprehensive Administrative Support
for Complex Wealth

Our services support families with significant assets, intricate structures, and broad multi generational responsibilities.

Financial Administration and Reporting

Centralized bill payment, cash flow organization, expense oversight, and reporting structures that bring clarity to complex financial lives.

Entity and Trust Coordination

Administrative support for trusts, partnerships, and family entities to ensure alignment, timely execution, and consistent recordkeeping.

Household and Vendor Management

Structured oversight of household operations, service providers, and administrative obligations to reduce burden and maintain continuity.

Financial Administration and Reporting

Centralized bill payment, cash flow organization, expense oversight, and reporting structures that bring clarity to complex financial lives.

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Supporting the Work
Behind the Wealth

“Administrative complexity often creates friction for families. A strong back office brings order, continuity, and confidence to the decisions that shape the future.”

Bess Butler Brunson

Wealth Advisor

Our Philosophy

Guided by a Disciplined
Fiduciary Approach

For more than 50 years, we’ve helped families navigate markets, transitions, and complex financial decisions with clarity and steadiness. Our history reflects a consistent commitment to thoughtful execution and long-term stewardship.

  • Managing complexity expands capacity

    When administrative responsibilities are handled with structure and care, families gain the space to focus on what matters most.

  • Clarity strengthens decision making

    Organized reporting and consistent processes support confident, long range choices.

  • Coordination enhances progress

    Aligned advisors, entities, and family members create momentum that moves the family forward.

  • Objectivity supports harmony

    Independent oversight reduces friction and helps families navigate responsibilities with steadiness.

  • Continuity empowers achievement

    Long term administrative support preserves stability and allows each generation to pursue broader goals.

TRUST AND ESTATE INSIGHTS
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Family Office

YEAR-END ACTION ITEMS FOR INVESTORS

November 2025 By: KYLE POWERS, CFP®, MBA, AIF

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Market Commentary

2025 MARKET COMMENTARY – BULL VS. BEAR AND BEYOND

August 2025 By: JOEL GOODMAN, CFA

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Market Commentary

2025 MARKET COMMENTARY – BULL VS. BEAR AND BEYOND

August 2025 By: JOEL GOODMAN, CFA

Frequently Asked
Questions

What do Family Back Office Solutions include

TFG provides administrative support across bill pay, reporting, entity coordination, trust administration, vendor management, and family governance needs.

How does the firm support multi generational families

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

What types of clients benefit from back office services

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

Are services provided in-house

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

Does the firm coordinate with attorneys and accountants

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

Schedule a call

Speak with a fiduciary advisor about your wealth goals.
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Conversations
That Endure.

Every relationship begins with understanding — of priorities, values, and legacy.

For families seeking a partner who measures success in decades rather than quarters, we welcome the opportunity to connect.

The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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