How to Keep Heirs From Being Spendthrifts

August 2020  By: MALCOLM BUTLER, JD

This article was originally published to subscribers of The Wall Street Journal, found HERE. Over the course of my career, I’ve seen spendthrift beneficiaries attempt to burn through trusts—seeking money to fund credit-card debt, half-baked business ideas, designer shopping sprees and even plastic surgery. Spendthrift beneficiaries can be manipulative, self-centered and narcissistic in dealing with…

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The Fiduciary Group named in Financial Times 300 Top Registered Investment Advisers

We are delighted to announce that The Fiduciary Group has been included in the Financial Times 300 Top Registered Investment Advisers list for the second consecutive year. This prestigious list recognizes top independent Registered Investment Adviser (RIA) firms across the United States. “We are particularly honored to be included on the Financial Times 300 Top…

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Continuing Professional Development: Our Director of Operations Earns his MBA

We are happy to announce that Brendan Flaherty, Director of Operations at The Fiduciary Group, recently graduated with his MBA from the Warrington College of Business at the University of Florida. Enrolling in the professional MBA program meant driving south on a monthly basis and juggling duties at The Fiduciary Group with classwork obligations on…

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Why You Should Write a Letter to Your Executor–and What to Say in It

April 2020  By: MALCOLM BUTLER, JD

This article was originally published to subscribers of The Wall Street Journal, found HERE. I once had a client who half-jokingly told me he wanted to be buried with his iPhone in his hand so he could call me—the executor of his estate—from the afterlife to make his voice heard. Writing a letter to your…

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Malcolm Butler’s History of The Fiduciary Group: 2000 – 2020

March 2020  By: MALCOLM BUTLER, JD

It has been about two decades since my father, Lee Butler, wrote the history of the first 30 years of our firm. At the end of his story, he left it to me to write my own account of the firm’s history from that point forward. It has been a great run over the past…

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Navigating Uncertainty and Volatility

We’re currently in the midst of a period of heightened uncertainty, volatility, and panic due to the COVID-19 (coronavirus) pandemic. Clients are justifiably worried. The stock market has been volatile. Our daily lives have come to a screeching halt. Vacations, sporting events, and concerts have been cancelled. There are plenty of reasons to be concerned…

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The Beginnings of The Fiduciary Group: 1970 – 2000

The beginning of The Fiduciary Group dates back to the summer of 1969. I was the Vice President and manager of the trust department of a major Savannah bank. Banking was in turmoil in 1969, including my employer. Under the management at the time, the bank was overextended. It had too many bad loans and…

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Celebrating 50 Years of Fiduciary Wealth Management!

We are delighted to officially celebrate our 50th anniversary this February! The team at The Fiduciary Group is dedicated to helping clients build their wealth over the long-term through sound planning, useful advice and disciplined investment management. Ever since our founding in 1970 by Lee Butler, we have followed the fiduciary model by putting client…

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Introducing Kyle Powers, MBA, AIF

We are excited to announce Kyle Powers has joined the team as the firm’s new Director of 401(k) Advisory Services. In his new position, Kyle will work with companies to develop strategic, well-rounded 401(k) plans, help their employees save for retirement, and offer participant financial education and individual counseling. He brings more than a decade…

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Promotion Announcement

The Fiduciary Group recently promoted Bess Butler to Associate Investment Advisor. In her new position, Bess is responsible for client relationship management, client communications and portfolio reviews. She joined The Fiduciary Group in 2017 as a Client Services Associate and is the third generation of the Butler family to work at TFG, which was originally…

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