Welcome to Grupp Fiduciary Services LLC

 

"We exist to elevate and professionalize the Family Wealth Industry one Family Enterprise at a time." Matthew P. Grupp, President & CEO Grupp Organization LLC 

 

Grupp Fiduciary Services LLC provides Private Family Trust Company (PFTC) administrative services and family office services. We are equipped to work with families that have established legal counsel and family office teams, as well as those that are just embarking on this journey – we are built for collaboration. 

 

Through our affiliated companies, The Grupp Law Firm LLC and Grupp Financial LLC we are also uniquely provisioned to develop a broad array of family wealth strategies that lead to legal plans and wealth management.  Whether establishing PFTCs or creating estate and wealth management plans we are prepared to support families and those they trust.

 

 

Testimonials

Our Partners
  • Round Table

    Governance

    Family governance is the system of rules, practices, and processes by which the family is directed and managed.  Family governance essentially involves balancing the…
  • Family

    Family Office Services

    Our goal is to enable Families to take the Enterprise View to realize the full potential of their Family Office so families can take care of the people they love…
  • Seal, pen, and documents

    Private Family Trust Company Services

    When a family's success has brought bit more complexity to their lives, they look for ways to simplify the management of their Family Enterprise.…
  • Entole

    Grupp Organization leverages Entole, a digital Command Center. Entole centralizes all of a family’s important family office functions. API-driven and nimble, Entole is a…