0
Skip to Content
Fiduciary Family Office
Fiduciary Family Office
Who We Are
Services
Our Difference
Leadership
In the News
Contact Us
Form CRS
Client Login
Fiduciary Family Office
Fiduciary Family Office
Who We Are
Services
Our Difference
Leadership
In the News
Contact Us
Form CRS
Client Login
Who We Are
Services
Our Difference
Leadership
In the News
Contact Us
Form CRS
Client Login

150 E. Palmetto Park Road, Suite 301
Boca Raton, FL 33432

Admin@FiduciaryFO.com

(561) 353-4440

Our Difference

Contact Us

Client Login

Home

Who We Are

Services

Kathleen Grace was recognized as one of the Top Wealth Advisors Best-In-State for 2026 as of April 7, 2026  and Top Women Wealth Advisors Best-In-State for 2026 by Forbes/SHOOK Research as of February 4, 2026 for firm data ending June 30, 2025.

Research using the following criteria: industry experience, interviews, compliance records, AUM, revenue. Neither Forbes nor SHOOK received compensation for placement. Fiduciary Family Office paid a licensing fee to use the Forbes logo.

Methodology link: https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/
Lists: https://www.forbes.com/lists/best-in-state-wealth-advisors/
https://www.forbes.com/lists/best-in-state-women-advisors/


Form CRS | Form ADV | Privacy Policy | Disclosures

© Copyright Fiduciary Family Office, 2026. All rights reserved.