Confidentiality, integrity, continuity and reliability: these are the core values of Family Capital Trust.
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 nationally chartered trust company, Family Capital is required by the Office of the Comptroller of the Currency (OCC), the Federal regulatory agency for all national banks, 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 national banks, and implemented through up-to-date technology, assure clients of the highest level of security and confidentiality.
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