Fiduciary Services

As a private corporate trustee, Family Capital can provide wealthy clients—individuals, families, institutions, and foundations—with a full range of comprehensive trust and investment management services, including:

  • Trustee and Custody Services
  • Succession Planning
  • Estate and Wealth Transfer Planning
  • Investment and Portfolio Management
  • Charitable and Philanthropic Activities
  • Executorships and Estate Settlement

These trust and investment services are customized to meet a client’s unique and individual situation.