Capital First Trust Company
www.capitalfirsttrust.comCapital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Directed Trusts. Capital First administers over 1,450 trusts, including over 250 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.
Read moreCapital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Directed Trusts. Capital First administers over 1,450 trusts, including over 250 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.
Read moreCountry
State
Wisconsin
City (Headquarters)
Milwaukee
Employees
11-50
Founded
1999
Estimated Revenue
$1,000,000 to $5,000,000
Social
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Senior Vice President of Business Development
Email ****** @****.comPhone (***) ****-****Senior Vice President
Email ****** @****.comPhone (***) ****-****Trust Case Manager
Email ****** @****.comPhone (***) ****-****Manager
Email ****** @****.comPhone (***) ****-****
Technologies
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