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.