Kathleen Grace

Ms. Kathleen A.
Grace is a Managing Member & Chief Executive Officer at Fiduciary Family Office LLC.
She provides financial and estate tax planning strategies to retired Fortune 500 executives, affluent multigenerational families, entrepreneurs, and institutions.
By serving as her clients’ Chief Financial Officer (CFO), Ms. Grace advises on all facets of wealth planning, helping clients chart a financial course for lifetime wealth creation.
She has over 30 years of experience.
Ms. Grace began her career working in Commodity Futures at the Chicago Board of Trade.
She has also held executive positions with Goldman Sachs Personal Financial Management, RSM McGladrey, Inc., Merrill Lynch Private Client Group, and Citigroup.
She earned a bachelor’s degree in business administration in Finance and a Master of Professional Accounting degree from the University of Miami.
She completed her CFP curriculum at Nova Southeastern University School of Business.