# Fiduciary Counselling

Fiduciary Counselling is a Multi Family Office based in St Paul, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** St Paul, United States
- **Region:** North America
- **Address:** Roseville, MN, United States
- **Founded:** 1941
- **Assets under management:** $9.5B (Altss estimate)
- **Website:** fidcouns.com
- **LinkedIn:** https://www.linkedin.com/company/fiduciary-counselling-inc

## Regulatory record

- **CRD number:** 104753
- **SEC file number:** 801-4158
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104753

## About

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.

## Sectors

- Distressed & Turnaround
- Private Equity

## Offices

- Tacoma, WA, United States

## People

- Nancy Orr — Former Chief Investment Officer
- Shari Clifford — CFO & Treasurer
- Thomas S Hong — Attorney, Estate, Gift & Trust Sr. Tax Specialist

## 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.

### What investment stages does Fiduciary Counselling target?

Confirmed stages include distressed, growth and public equities.

## Related profiles

- [Shepherd Kaplan Krochuk](https://altss.com/profile/shepherd-kaplan-krochuk-llc)
- [Orienta Capital](https://altss.com/profile/orienta-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/fiduciary-counselling-inc

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