Capital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Friendly Trusts. Capital First administers over 2,500 trusts, including over 600 Special Needs Trusts, throughout the country.
Our mission is to provide our beneficiaries with exceptional trust administration and customer service.
The hallmark of Capital First's approach to superior customer service is the assignment of a dedicated Trust Officer to each beneficiary. Each beneficiary develops a personal relationship with their Trust Officer and as a result the Trust Officer can better serve that client in a more personalized fashion.
Company Details
- Employees
- 88
- Founded
- -
- Address
- 700 W Virginia St, Milwaukee,wisconsin 53204,united States
- Phone
- 800-494-2429
- in****@****ust.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- capitalfirsttrust.com
- Keywords
- Trust Administration Services, Wealth Mangement Services, Investments, Administration, Advisor Directed Trust Administration, Corporate Trustee.
- HQ
- Milwaukee, Wisconsin
Capital First Trust Company Questions
Capital First Trust Company's helpline number is 800-494-2429
Capital First Trust Company's website is capitalfirsttrust.com
Capital First Trust Company's LinkedIn profile is https://www.linkedin.com/company/capital-first-trust-company
Capital First Trust Company has
88 employees.
View email and phone details for 88
employees at Capital First Trust Company.
Capital First Trust Company's industry is
Financial Services
Capital First Trust Company's top competitors are
Arden Trust Company,
First State Trust Company,
Independent Trust Company,
Bmo U.s.,
Fiduciary Partners Trust Company,
Advocacy Trust,
Capital First Limited,
Special Needs Alliance,
Eldercare Specialists,
The Academy Of Special Needs Planners.
Capital First Trust Company's support email address is info@capitalfirsttrust.com
Capital First Trust Company's categories are Financial Services
Capital First Trust Company's founding year is 1999
