- Located in Fort Worth - Serving all of Texas
- Simplifying Estate and Trust Administration
At Strategic Fiduciary Consultants, we bridge the gap between technical legal requirements and the practical realities of managing wealth. Our consulting division offers specialized support designed to navigate complex fiduciary landscapes, ensuring that trustees, families, and legal teams have the infrastructure and expertise required to uphold their duties and preserve legacies.
We partner with Single Family Offices (SFOs) and complex multi-generational families to optimize their operational architecture. We provide high-level support and administrative coordination specifically relating to fiduciary matters, ensuring that the governance structures supporting the family wealth are as robust as the investments themselves. From refining decision-making protocols to coordinating with outside counsel, we ensure the “business of the family” runs efficiently.
With Legacy Logistics, families can outsource to Strategic Fiduciary Consultants to simplify their complex lives. Legacy Logistics is a customized offering of boutique services tailored to each family’s specific needs and intended to address the reality that modern wealth brings friction that often outpaces a family’s bandwidth. We provide the people, processes, and technology to allow our clients to confidently delegate tasks that have become time consuming or burdensome so that they can direct their focus elsewhere. We provide all of the benefits of having your own family office without you having to dedicate the time, energy, and capital required to build one.
