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.

Fiduciary Solutions operates as a multi-family office serving a small number of families, principally based in the Southeast. Its service model is built around acting as an outsourced chief financial officer rather than simply managing a pool of liquid assets.

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.

Philanthropic planning is structured on a bespoke basis, typically using donor-advised funds and private foundations. The firm integrates these vehicles into the broader estate and tax planning framework, with governance designed to transition philanthropic leadership to the next generation.