Developing a long-term plan for your wealth
In an increasingly unpredictable world, Capital City Trust Company brings the right combination of experience and personalized service to meet your complex needs. We offer knowledge, partnership and performance you can rely on.
Trust and investment services for individuals and families:
- Trusts, guardianships and estates
- Wealth management, including Investment Management Accounts
- Real Estate management
- Personal administrative services
- Private banking
- Insurance reviews
Each family and every individual comes with their own unique set of circumstances, resources and aspirations. We handle the details so you're free to enjoy life.
Corporate Trustee: Your plans carried out. As your corporate trustee, we act as a referee – an extension of the family who can respond objectively, keeping other relationships intact. When there is a question that is not answered easily by the administrative documents, we have a committee of professionals who can review the language and determine the best course of action.
Personalized Money Management. If you don’t want to manage your investments, we can do that for you, even without a trust. We’ll help you figure out your risk tolerance, build a plan and create an investment policy statement. You will still have discretionary control and be reassured knowing everything is managed in-house.
Forms, forms and more forms. When you are making a transaction, sometimes details can fall through the cracks, which can mean the difference between an asset transferring seamlessly or triggering probate, paperwork, legal fees and tax consequences. Not to mention anguish for the family. You may not understand what each document does, but we do. And we know every slip of paper needed for effective estate planning.
Trust and investment services for non-profits, companies and institutions:
- Foundation and endowment creation and management
- Wealth management, including Investment Management Accounts
- Risk mitigation strategies
- Personal administrative services
- Private banking
- Portfolio management
- Custodian and custom reporting
- Real Estate management
We strive to add value by providing the financial support our institutional clients need to advance their organizations’ missions. We offer proven, effective solutions for your wealth management needs.
We’re on your side. Because we give only non commission-based advice, your best interest is our only consideration.
Corporate Trustee: Your plans carried out. We act as an extension to your organization’s leadership. We can respond objectively and keep other relationships intact. When there is a question not answered easily by the personalized investment policy and administrative documents, our committee of professionals can review the language and determine the best course of action.
We come to you. When important decisions have to be made, you want more than a toll free number and generic service rep. Our team of professionals understand your needs and we can arrange our schedules to fit yours. Best of all, we speak your language: We’ll tell you what your money did and what it’s going to do. The administrative burden is on us.