The Fiduciary Partners Story
Serving up a Better Way to Trust for 25 Years.
In 2001, Fiduciary Partners Trust Company opened its doors in Appleton with just two employees and one simple principle: Trust clients receive the best customer service when trust companies partner with clients’ financial advisors to serve them.
Using this guiding principle, growth followed quickly, and by 2014, we opened a second location in Brookfield, and a third in Madison in 2021. Today, we employ 45 people, including seasoned trust officers with 300+ years of combined relevant trust, legal, tax and financial experience. And that’s why more than 700 high-net-worth families throughout Wisconsin, Illinois, Minnesota and upper Michigan have entrusted us with more than $2.5 billion of trust assets.
Fiduciary Partners is proud to be the only privately-owned, advisor-friendly independent trust company in the Midwest. Because we’re not affiliated with a bank or broker, we won’t encounter any conflicts of interest like other trust companies might. Our responsibility is to faithfully administer each trust or estate in accordance with the governing documents—honoring our clients’ wishes while serving the best interests of their family and loved ones.
Our one simple principle has paid off—for our clients and our company. It’s how we stay true to our mission and why we’ve seen such exponential growth over the past quarter-century. We’re proud of our independence, grateful for our integrity, and we look forward to providing a Better Way to Trust for many years to come!
Our Growth
We have $2.5 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.
