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Tim Sugar

Vice President - Personal Trust Administration

Background & Role

Located in our Madison, Wisconsin office, Tim is responsible for the continued growth of Fiduciary Partners throughout the Madison area and Southwestern Wisconsin. With nearly 15 years of estate planning, trust administration, and financial services experience, Tim is well-qualified to assist our trust clients and professional advisors in developing and implementing solutions to a wide range of goals.

Tim’s education and experience as a practicing attorney and trust officer make him a valuable resource to advisor partners in working through legal and practical challenges while determining planning goals. Striving to build strong, personal relationships, Tim pays careful attention to detail and provides clear communication to trust clients and their advisors.

Memberships & Associations

• Member, State Bar of Wisconsin
• Member, Madison Estate Planning Council
• Member, University of Wisconsin Personal Finance Advisory Board
• Member, University of Wisconsin Personal Finance Alumni Network Board
• Volunteer, Ski Patrol
• Member, Mendota Yacht Club
• Member, 4 Lakes Ice Yacht Club

Education

• B.A., Consumer Science, University of Wisconsin – Madison
• J.D., Hamline University School of Law
• Cannon Financial Institute – Trust School Graduate
• Certified Trust and Fiduciary Advisor (CTFA) – Institute of Certified Bankers

Contact

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