Fiduciary Services

Unwavering Comment to Secure Asset Management

At WI Trust Co, we go beyond basic asset protection. Our fiduciary services are a testament to our dedication to your financial well-being.

We specialize in the creation of robust financial structures such as foundations, intricate estate planning, and strategic succession planning. Our aim is to not only safeguard your assets but to also ensure your legacy prospers through thoughtful, forward-thinking strategies.

Why Choose WI Trust Co?

Our team consists of industry leaders with deep expertise in asset management and financial planning. We bring you top-tier insights and strategies tailored to your needs. We understand everyone's financial situation is unique. That’s why we offer customized financial solutions designed to fit your individual goals and circumstances.

We are committed to building lasting relationships based on trust, transparency, and excellent service. From planning to execution, all your financial needs are handled under one roof, simplifying your life and giving you peace of mind.

We operate with the highest ethical standards, ensuring all our interactions are transparent and straightforward. We equip you with the knowledge to understand and make informed financial decisions, demystifying complex financial concepts.

Our Fiduciary Services

Our fiduciary services are designed to provide peace of mind through meticulous asset management and protection. We offer a range of solutions, including foundation formation, estate planning, and succession planning, tailored to safeguard your wealth and ensure your legacy endures.

Estate Planning

We assist you in planning the distribution of your estate, with a focus on minimizing potential legal hurdles and taxes. This service is essential for ensuring that your assets are transferred smoothly and according to your wishes.

Foundation Formation

Our services include the establishment of foundations, which are crucial for structuring your philanthropic activities, managing donations, and ensuring long-term financial support for your causes.

Succession Planning

We provide strategic planning for the seamless transition of your business and personal assets. This includes preparing the next generation to take over, ensuring that your legacy continues as you envision.

Asset Management and Protection

We prioritize the meticulous management and protection of your assets to provide peace of mind. Our comprehensive approach ensures that your investments are handled with the utmost care and professionalism.