The company takes a conservative approach to preserving a family’s wealth, focusing on current financial goals while providing flexibility for changing needs and future generations. Family members work exclusively with the Family Capital principals who best understand their needs and listen objectively to the issues at hand. A true family office style assures personal service, continuity and diligence in managing generations of wealth and sophisticated estate plans. As a trust company chartered by the State of New Hampshire, Family Capital is required to adhere to the most stringent fiduciary standards, to successfully complete periodic compliance examinations and to maintain substantial capital. The strict checks and balances required of New Hampshire chartered banks, and implemented through up-to-date technology, assure clients of the highest level of security and confidentiality.
Family Capital Trust Company is a private, New Hampshire chartered corporate trustee that manages family trusts and multi-generation wealth for a select clientele. The company is a small, discreet, well- capitalized organization.
Its principals form a highly effective group of trust professionals with proven success in overseeing family trusts and investments. They also possess a unique talent for understanding and offering creative solutions to complex family relationships. Collectively, the principals of Family Capital Trust have more than 100 years of experience in managing generations of family trusts. The breadth and depth of their experience encompasses a vast knowledge of tax laws, charitable and estate planning, sound investment practices, and prudent portfolio management.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Family Capital Trust Company 3 Centennial Drive #200 Peabody, MA 01960 US
Monday - Friday: 9am - 5pm Saturday: By appointment Sunday: Closed