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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.

For over 20 years, Fiduciary Partners has been providing peace of mind to our partner advisor 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.


Administrative Agency Services

We understand the commitment necessary to serve as a Trustee, Guardian, Conservator or Attorney-in-Fact (Agent) under a Financial Power of Attorney. We can act as agent for individuals and for individuals serving in those roles.

Please contact us to learn more about how we can help.

We Promise


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


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


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.


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


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

Estate and Trust 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

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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