# Fiduciary Wealth Partners

Fiduciary Wealth Partners is a Multi Family Office based in Newton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newton, United States
- **Region:** North America
- **Address:** 2310 Washington Street, 3rd Floor, Newton, MA 02462, USA
- **Founded:** 2012
- **Assets under management:** Approximately $1.4B (Altss estimate)
- **Website:** fwpwealth.com
- **LinkedIn:** https://www.linkedin.com/company/fiduciary-wealth-partners/

## Regulatory record

- **CRD number:** 339006
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339006

## About

Fiduciary Wealth Partners was established in Newton, Massachusetts by James K. Cornell and Preston McSwain. The founders drew on prior careers at established wealth-management platforms rather than proceeds from a single operating-company exit. Cornell remains an active private-equity investor while maintaining his role at the family industrial business. The firm allocates across private equity and mission-related investments. It maintains exposure to North American opportunities and applies an ESG lens to portfolio construction. Client mandates include direct holdings, fund commitments, and philanthropic vehicles. No specific co-investors or named holdings appear in public records. The team includes Chief Compliance Officer Erik R. Marr, appointed March 2025, and research collaborators such as Elisabetta Basilico. James K. Cornell has served as chair of the YPO Family Office Principals Group and held leadership roles at Tiger 21. The firm supports seventeen philanthropic organizations including Partners in Health and the Draper Richards Kaplan Foundation. Governance and succession planning are handled through dedicated family-office structures that separate Cornell Enterprises operations from client mandates.

## Sectors

- Private Equity
- ESG

## People

- Preston McSwain — Principal

## Questions

### Who runs investment decisions at Fiduciary Wealth Partners?

James K. Cornell serves as Founder and Managing Partner. Preston McSwain and Elisabetta Basilico act as Principals contributing to research and client oversight.

### Does Fiduciary Wealth Partners commit to external funds or focus on direct investments?

Public records indicate activity in both private-equity fund commitments and direct holdings, though specific allocations remain undisclosed.

## Related profiles

- [Argent Advisors](https://altss.com/profile/argent-advisors)
- [Washington State University](https://altss.com/profile/washington-state-university-wsu)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/fiduciary-wealth-partners

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