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Fiduciary Solutions
FIDUCIARY SOLUTIONS LLC is a state-registered investment adviser in ROSEVILLE, CA. It has 3 employees and 3 registered investment advisers. The firm is based...
Overview
FIDUCIARY SOLUTIONS LLC is a state-registered investment adviser in ROSEVILLE, CA. It has 3 employees and 3 registered investment advisers. The firm is based in California.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Roseville
Corporate office
Atlanta, GA, United States
Principals
Michael T. Reis
Managing Director
Frequently asked questions
Who runs investment decisions at 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.
Does Fiduciary Solutions participate in fund commitments or only direct deals?
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.
What is the firm's known posture on co-investments?
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.
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