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Trust and Fiduciary Services

Flexible, customized solutions to satisfy regulatory requirements and support trust and fiduciary internal audit programs.

Have you recently formed a trust company or division, or begun offering trust services to your customers? You’re required to have a third party perform an independent audit of your trust operations.

The Wipfli trust and fiduciary team can help. We’ve built out thorough examination procedures based on our extensive industry knowledge, with the goal of helping you meet regulators’ expectations. Work with our team to proactively develop best practices and risk management strategies.

Our professionals provide independence and objectivity and offer flexible delivery options. Trust and fiduciary services include:

  • Fiduciary activity risk assessments
  • Risk-based audit planning
  • Customizable trust department examinations
  • Ongoing consultation outside an engagement