Fiduciary Counselling, Inc.
Fiduciary Counselling, Inc. is a multi-family office headquartered in St. Paul. Founded in 1941, the firm advises affluent families on investment management, trust and estate planning, tax, accounting and philanthropic administration, overseeing roughly $9.5...
Fiduciary Counselling, Inc.
Fiduciary Counselling, Inc. is a multi-family office headquartered in St. Paul. Founded in 1941, the firm advises affluent families on investment management, trust and estate planning, tax, accounting and philanthropic administration, overseeing roughly $9.5 billion in client assets across discretionary and advisory mandates. It operates as an SEC-registered investment adviser and subsidiary of Cassiopeia Holdings Company, serving multigenerational clients from offices in Minnesota and Washington—delivering integrated wealth governance.
General information
Firm type
Multi Family Office
Year founded
1941
AUM
—
Location
Region
North America
Country
—
City
Roseville
Corporate office
2328 Terminal Road, Roseville, MN 55113
Frequently asked questions
What is Fiduciary Counselling, Inc.?
Fiduciary Counselling, Inc. is a multi family office headquartered in Roseville.
When was Fiduciary Counselling, Inc. founded?
Fiduciary Counselling, Inc. was founded in 1941.
Where is Fiduciary Counselling, Inc. headquartered?
Fiduciary Counselling, Inc. is headquartered in Roseville, in the North America region.
What does Altss track for Fiduciary Counselling, Inc.?
Altss maintains an OSINT-verified profile of Fiduciary Counselling, Inc. covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Fiduciary Counselling, Inc.'s website?
Fiduciary Counselling, Inc.'s public website is www.fidcouns.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Fiduciary Counselling, Inc.?
Fiduciary Counselling, Inc. is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Fiduciary Counselling, Inc.?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Fiduciary Counselling, Inc.?
Fiduciary Counselling, Inc.'s profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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