Tilia Fiduciary Partners, Inc.
Financial Service
Why pick this one
Tilia Fiduciary Partners provides fee-only fiduciary wealth management for households with at least $1M in investable assets, including business exit and multigenerational planning.
Best for
- Families with $3M+ in investable assets seeking multigenerational wealth planning
- Households with $1M–$10M needing coordinated investment, tax, and estate planning
- Business owners preparing for a sale, IPO, liquidity event, or ownership transition
- Very high net worth families with $10M+ seeking family-office-style reporting and trust coordination
- Investors seeking direct ownership of individual stocks and bonds instead of primarily pooled investment vehicles
- Clients wanting fee-only fiduciary advice without commissions or third-party compensation
Look elsewhere if
- Investable assets are below the $1M minimum
- The need is limited to basic budgeting or small-account financial advice
- The client specifically requires commission-based insurance or investment product sales
- The client seeks emergency or rapid-response financial services
Specialties
- direct-ownership portfolios of individual U.S. stocks and investment-grade bonds
- multi-generational wealth planning
- generation-skipping trust coordination
- business sale and exit planning
- IPO and concentrated stock planning
- tax projections and Roth conversion analysis
- private foundation and donor-advised fund investment oversight
Certifications
- CFP®
- CFA®
- CEPA®
What makes them different
- Fee-only compensation with no commissions, referral fees, or kickbacks
- Minimum investable-asset threshold of $1 million, with most relationships beginning at $3 million or more
- Direct-ownership core portfolios containing 30–40 individual U.S. stocks and investment-grade bonds
- One advisory rate covers asset management, planning, tax projections, and network orchestration
- $450M+ in client wealth managed for more than 300 families, businesses, and foundations across 12 states
- Years in business
- 15
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 32 N Front St, Wilmington, NC 28401-4482
- Phone
- 19106794093
- Website
- https://tiliapartners.com
- info@tiliapartners.com
Services
- comprehensive wealth management
- investment portfolio management
- financial planning
- tax planning and CPA coordination
- estate planning coordination
- business and exit planning
- private wealth and family office advisory