The Fiduciary Partners Story
Partnering for tomorrow
Fiduciary Partners was founded in 2001 on a simple principle: Our clients receive the best care when we partner with their advisors. As an independent trust company, it meant that we would focus on administering trusts and settling estates rather than investment management. The model was groundbreaking. And it worked.
Since then, we’ve grown from a team of two to a team of more than 40 with $2 billion in assets under administration. Through the decades, we’ve proven that by working together with your investment advisors and attorneys, we build stronger relationships with clients. In that way, we all succeed.
Our Growth
We have $2 billion in assets under administration
We set out to do something different in the industry: use our independence to serve clients through personal, respectful, caring relationships with families and their advisors.
Our Independent Fiduciary Services
By fostering these partnerships, we are better able to deliver:
Delivering peace of mind.
Ultimately, we deliver peace of mind—for you, our partner advisors, and our mutual clients. Peace of mind comes with trust services that are flexible and personal and delivered with integrity. We understand our clients have a diverse set of trust and estate needs. When presented with our clients’ unique needs, we try to find a way to help and to say yes.
We also believe clients are most fulfilled with local service. With offices in the Appleton, Milwaukee and Madison areas, we are only a handshake away. We invite advisors and clients to meet in person. You won’t get an answering service when you call. We are real people who believe in real relationships.
Experience our difference.
We are proud to be the only privately-owned independent trust company in the Midwest that offers true collaboration with financial and legal advisors. For more than 20 years, we’ve been providing conflict-free administrative trust services. Our dedication is to providing independent trust services that are proactive, impartial, flexible, personal, and delivered locally.
If you are looking for independent trust services, give us a call at 866.380.9969.
We Give You Our Word
Work with a trusted partner today.
Please call us to learn more about why we are different.
