(978) 278-9300
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.
