Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jun 2026 · 1 SOURCES
Fiduciary Counselling
Multi family office in St Paul, United States, founded 1941; estimated AUM $9.5B.
Identity
- HEADQUARTERS
- St Paul, United States
- OFFICES
- Tacoma, WA, United States
- FOUNDED
- 1941
- AUM
- ~$9.5B (2026, press estimate)
Overview
Founded in 1941, this multi family office has its headquarters in St Paul, United States. Its assets under management are estimated at $9.5B (2026). Other offices: Tacoma, WA, United States; 3 people are named on its team.
People
- Nancy OrrFormer Chief Investment Officer · source
- Shari CliffordCFO & Treasurer · source
- Thomas S HongAttorney, Estate, Gift & Trust Sr. Tax Specialist · source
Frequently asked questions
Fiduciary Counselling is a multi family office based in St Paul, the United States, founded in 1941.
Fiduciary Counselling does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Fiduciary Counselling include Nancy Orr (Former Chief Investment Officer), Shari Clifford (CFO & Treasurer) and Thomas S Hong (Attorney, Estate, Gift & Trust Sr. Tax Specialist).