Fiduciary Solutions

Michael T. Reis, the firm's Managing Director, leads all advisory and investment structuring decisions. His background in private wealth management and fiduciary services positions him as the central decision-maker for the firm's concentrated family client base, though specific prior firms are not publicly detailed.

The firm's model is heavily oriented toward direct holdings — specifically private operating companies and commercial real estate — rather than commitments to third-party private equity or hedge funds. This allows families to maintain closer governance over assets they often control or significantly influence.

Because Fiduciary Solutions structures direct investments for a tight circle of families, co-investment occurs informally among clients rather than through a formalized syndicate or co-investment club. The firm facilitates shared exposure when it aligns with the tax and governance needs of the families involved.