Updated:
Fiduciary Counselling
Fiduciary Counselling was established in 1941 to meet the needs of the Weyerhaeuser family and now serves additional affluent multigenerational clients.
Fiduciary Counselling
Fiduciary Counselling was established in 1941 to meet the needs of the Weyerhaeuser family and now serves additional affluent multigenerational clients. The firm integrates investment oversight with estate planning, tax services and philanthropic administration. Asset classes include distressed and turnaround situations, private equity, fund-of-funds commitments, insurance-linked products and litigation finance. Geographic reach centers on North America. Confirmed holdings and vehicles encompass Sunrise Realty Trust and Clearwater Private Opportunity Funds. The firm also maintains relationships with Clearwater Management Company. The firm lists 58 professionals across its Minnesota and Washington locations. Former CIO Nancy Orr now serves as CIO of the Charles Stewart Mott Foundation and has held seats on the Minnesota State Board of Investment advisory council. Shari Clifford sits on the Minnesota Council on Economic Education board.
General information
Firm type
Multi Family Office
Year founded
1941
AUM
$9.5B (Altss estimate)
Location
Region
North America
Country
United States
City
St Paul
Corporate office
Roseville, MN, United States
Additional offices
Tacoma, WA, United States
Principals
Nancy Orr
Former Chief Investment Officer
Shari Clifford
CFO & Treasurer
Thomas S Hong
Attorney, Estate, Gift & Trust Sr. Tax Specialist
Sector focus
Frequently asked questions
Who runs investment decisions at Fiduciary Counselling?
Shari Clifford holds the CFO and Treasurer role. Nancy Orr served as Chief Investment Officer before moving to the Charles Stewart Mott Foundation.
How is Fiduciary Counselling related to the Weyerhaeuser family?
The firm was founded in 1941 specifically to serve the multigenerational requirements of the Weyerhaeuser family.
Does Fiduciary Counselling participate in fund commitments or direct deals?
The firm deploys across fund-of-funds, distressed situations, private equity and insurance-linked strategies.
Where does the underlying wealth come from?
The founding client base traces to the Weyerhaeuser family timber fortune.
What investment stages does Fiduciary Counselling target?
Confirmed stages include distressed, growth and public equities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: