Fiduciary Solutions

Fiduciary Solutions

Founded by Michael T. Reis, Fiduciary Solutions operates as a multi-family office serving a concentrated client base primarily in the Southeast. The firm's model is built on acting as a personal chief financial officer for families, extending beyond portfolio management to include tax strategy, estate planning, and the management of closely held operating businesses. This integration of financial plumbing with investment oversight defines a practice that is deliberately low-profile and relationship-driven, typical of fiduciary boutiques that manage complexity for a small number of families rather than scaling a product. The firm's investment posture centers on direct holdings in private companies and commercial real estate, often assets where a client family has operational control or significant influence. Rather than allocating heavily to third-party fund commitments, Fiduciary Solutions facilitates direct, concentrated stakes — a strategy that prioritizes the preservation of family governance and tax efficiency over fund-of-funds diversification. The geographic footprint is concentrated in Georgia and the broader Sun Belt, reflecting both Reis's Atlanta base and the location of the underlying family operating businesses the firm advises. Team size and aggregate assets remain undisclosed, consistent with a firm that does not market to the public. The practice includes coordination with estate attorneys and tax accountants, creating an integrated advisory layer around the family balance sheet. Philanthropic structures are managed on a bespoke basis through donor-advised funds and private foundations, with governance tailored to each family's next-generation succession timeline. Fiduciary Solutions does not maintain a public-facing platform, and its principal, Michael Reis, maintains a career history in private wealth management and fiduciary services preceding the firm's establishment. The firm's structural differentiator is its identity as a fiduciary hub rather than an investment-centric allocator. Most multi-family offices position around deal access or asset gathering; Fiduciary Solutions presents as a governance layer for families that already own complex private assets. This makes the practice closer to a trust company or family CFO service than a traditional wealth manager — an architecture where investment decisions are subordinate to the multi-decade stewardship of a family's balance sheet.