Profile Preview — Altss
Fiduciary Wealth Partners Overview
Type
Multi Family Office
Year Founded
2012
General Information
Fiduciary Wealth Partners is a multi-family office headquartered in Newton. Founded in 2012 by veteran wealth managers Preston McSwain and Jamie Cornell, the firm grew out of decades of investment-management and private-banking experience rather than a single operating-company exit. It provides integrated investment counseling, family governance support, and risk management to affluent families, trusts, and foundations—guiding multigenerational stakeholders through disciplined portfolio oversight.
Contact Information
Website:
https://www.fwpwealth.com
Year Founded:
2012
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Newton, MA, United States
Portfolio & Notable Allocations
Altss Insights
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters