Midwest Fiduciary Offers a Competitive Advantage
Midwest Fiduciary is an independent trust company that allows clients to retain their own investment advisors. By focusing on a team approach to trust management, we collaborate with industry experts, whether their field is real estate management, tax preparation or traditional investment management. Our role is to administer the trust, ensuring that all of the administrative tasks are accomplished and that the beneficiaries are informed every step of the way.
At the core is our belief that trust administration and investment management are distinct roles, requiring vastly different skills. We focus solely on trust administration, allowing established relationships with a family’s financial advisor to continue. Our strict adherence to this principle allows us to focus our efforts on providing premier service to the trust beneficiaries.
Financial advisors who partner with Midwest Fiduciary find they are able to build and protect their asset base, while delivering a competitive, full-service investment strategy for their clients. Understanding trusts can provide a competitive advantage to your business, especially considering the vast amount of wealth expected to be transferred to the next generation.
Developing a relationship with a reliable, experienced corporate trustee—one who does not compete with you for your business—can be beneficial for both parties. To learn more about Midwest Fiduciary’s unique approach to trust administration, please call one of our advisors at 608-385-1264.