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Fiduciary Trust Services

An Independent Trust Services Company That Offers Peace of Mind

We know personal trust services can be complicated. That’s why as an independent trust fiduciary services company we are committed to understanding our clients’ needs today so we can remain loyal to their legacy tomorrow.

As a team with more than 300 years of collective experience, we provide peace of mind to our partner advisors and clients.

Our Independent Fiduciary Services

By fostering these partnerships we are better able to deliver:

 

Local & Personal

Fiduciary Trust Services

At Fiduciary Partners, local, personal connections are at the heart of every service we provide. Our officers are committed to providing exceptional personal trust administration services by building strong relationships with financial and legal advisors. Because of this partnership, we believe our mutual clients receive better services.

We understand each individual and family has unique characteristics, concerns and goals. This requires an independent fiduciary services company that is flexible and brings innovative solutions to the table. You can be assured we will stay faithful to the document your client signed and make decisions as they intended them to be made. That’s integrity. That’s peace of mind.

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We Promise

Care

You can rely on our responsiveness to questions and distribution decisions, as well as requests for meetings and year-end tax information.

Collaboration

As an independent trustee, we operate with objectivity and flexibility. We partner with over 250 investment management firms and welcome new relationships.

Credibility

With decades of experience and extensive knowledge in personal trust administration and trust and estate settlement services, we will listen to and act upon your feedback.

Confidence

We are fully insured and bonded, audited regularly by an external accounting firm and examined by the Wisconsin Department of Financial Institutions.

Support

You and your beneficiaries will receive regular customized reports and consolidated year-end tax statements. Secure trust account information is available online.

Trust and Estate Settlement Services

Professional advisors, individuals and families can expect flexible and caring support from our settlement team. We can serve your needs in a number of ways:

  • As a personal representative or executor of the estate
  • As a trustee or co-trustee of a trust that needs settling
  • As an administrative agent for others serving those roles
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Trusted Experts

We want to be your partner

Our team is trained and has experience in law, taxation, accounting and finance. We bring this depth of knowledge to the table as we collaborate with you to provide a better solution to our clients. As an independent trust company, that’s what makes us different.

When you’re looking for independent trust services, turn to our caring team of trust officers. Contact us or call 866.380.9969 for a personal consultation.

 

 

Frequently Asked Questions

Why use a corporate trustee?

There are many benefits of naming a corporate trustee including objectivity, experience and service. Corporate trustees can help preserve family relationships and holidays by impartially following trust instructions. Fiduciary Partners provides professional service with integrity, has significant administrative experience and technical competence including familiarity with tax and legal responsibilities.

Do you administer special needs trusts?

Yes. Fiduciary Partners serves as trustee of special needs trusts (also known as supplemental needs trusts) for individuals with disabilities, which are typically established to help trust beneficiaries preserve any government benefits for which they are, or may be, eligible.  Since the rules and procedures for these trusts vary from state to state, and sometimes county to county, we work closely with the designated attorney for the trust who is familiar with the rules and procedures for special needs trusts and related government benefits in the beneficiary’s own county of residence.We administer the trust according to the terms with a goal of meeting the beneficiary’s needs while preserving their government benefits, where possible, and take such other actions as may be required by the terms and circumstances of the particular trust.

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