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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

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

 

Understand the Structure. Coordinate with Discipline.

We begin by understanding the full scope of a family’s financial structure, from investments and trusts to operating entities and philanthropic commitments. From there, we establish an integrated framework that aligns advisors, oversight, and execution under a unified fiduciary standard. Our role is to bring cohesion to complexity and sustain multi generational continuity through disciplined coordination.

Our Back-Office Philosophy:

  • 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

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.

Family Meeting and Governance Support

Facilitation and preparation that strengthens communication, enhances alignment, and supports long term family decision making.

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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

FAMILY BACK OFFICE INSIGHTS
Financial Planning & Retirement 401(k)

Year-End Action Items for Participants

February 2026 By: KYLE POWERS, CFP®, MBA, AIF
Beyond the Numbers Advisor Q&A

Planning for the Next Generation: Insights from Bess Butler Brunson

February 2026 By: BESS BUTLER BRUNSON, CFP®

Frequently Asked
Questions

What defines the firm’s Family Back-Office platform?

The Family Back-Office operates as a multi-family office solution delivering centralized financial administration for complex families. Services extend beyond bill payment to include consolidated reporting, entity coordination, and institutional-level internal controls. The structure is designed to provide clarity, organization, and continuity across generations.

How are private investments and family enterprises overseen?

Capital calls, distributions, partnership interests, intra-family loans, and privately held assets are tracked systematically. Detailed recordkeeping supports accurate reporting of valuations, cash-flows, and tax coordination across entities. Oversight reduces operational risk while strengthening transparency.

Can the firm serve in fiduciary or managerial roles for family entities?

Principals may serve as manager of LLCs or in similar fiduciary capacities where requested. In these roles, the firm oversees distributions, maintains records, and coordinates tax filings with independent CPAs. This approach mirrors institutional governance while preserving family oversight.

What does the Family CFO function encompass?

The firm maintains consolidated family balance sheets and cash-flow statements that aggregate trusts, partnerships, private holdings, and personal accounts. Coordination with CPAs and attorneys supports estate implementation, asset protection, and tax optimization strategies. This centralized oversight brings structure to otherwise fragmented financial systems.

How is accountability maintained in back-office services?

Internal controls, documentation standards, and independent surprise audits reinforce transparency and discipline. Regular reporting to family members and designated representatives supports continuity. Long-term stewardship remains the guiding principle.

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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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