Fiduciary Partners Trust Co., a privately-owned, advisor-friendly independent trust services company, will celebrate its 25th year of serving high-net-worth individuals in the Midwest in 2026.
“We will host a variety of special events at our Appleton, Brookfield and Madison offices for our legal and investment management partners and clients, but we will also look for ways to give back to our communities in a big way this year,” Ryan Valentine, president of Fiduciary Partners Trust Company, said in a statement.
The company is planning to donate $25,000 to nonprofits and charities through increased employee matching funds in celebration of its anniversary.
“We’re so proud of our achievement and grateful for the support of individuals and companies throughout the Midwest that we felt compelled to give back to the communities that helped us grow over the past 25 years,” Valentine said.
In 2001, FPTC opened in Appleton with just two employees. Today, the company employs 45 professionals and manages $2.5 billion in assets for 700 families throughout Wisconsin, Minnesota, upper Michigan and Illinois.
