HistoryFinancial Fiduciaries started as a stand-alone independent trust company in 1988. In 2000 the trust company converted to a shared infrastructure business model. Financial Fiduciaries was formed in 2010 as a spin-out from the trust company. It also took on its first insurance company clients. Since then it has continued to zealously represent the financial interests of individuals with their wealth management challenges, become the largest (by number of clients) provider of services for investment management of mutual insurance company surplus funds in Wisconsin, and it continues to invest the funds of trusts that have been established by its clients.SpecialtiesIndividuals and institutions who do not have the time, expertise and/or interest to manage their financial affairs hire Financial Fiduciaries to take care of these matters for them. We deal with a host of financial issues, commonly working with investment and related tax issues but also addressing insurance needs, estate planning, income planning, business planning as needed. Unlike most who are engaged in

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