Trust Services at Capital City Wealth
Trust Services at Capital City Wealth provide peace of mind and a framework for managing your assets according to your wishes. From estate planning to trust administration, our experts ensure that your estate matters are handled with utmost care and legal precision. We focus on understanding your personal and financial circumstances to develop trust solutions that secure your assets and ensure they are distributed as you intend.
Wealth planning and fiduciary services providing freedom from day-to-day fiscal demands.
The greatest peace of mind comes from having an integrated, long-term plan for your wealth and strategic fiduciary services. Our Trust Officers provide personal and corporate trust asset supervision, guardianship and estate plans, philanthropic guidance and personal financial management to free you from day-to-day fiscal demands. We offer a range of trust solutions from simple trust administration to complex estate planning and settlement services:
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Estate Planning & Settlement
Facilitates the efficient transfer of wealth, mitigates tax liabilities and ensures your legacy is preserved and executed as intended. -
Investment Management Account & IRA
Offers personalized, professional asset management designed to optimize growth and preservation in alignment with your financial objectives. -
Living Trusts
Provides a versatile estate planning solution that ensures privacy, avoids probate and facilitates seamless asset management during and beyond your lifetime. -
Asset Protection Trusts
Strategically safeguards your assets from creditors and legal claims while preserving wealth for future generations. -
Special Needs Trusts
Protects the financial future of loved ones with disabilities by maintaining eligibility for government benefits while offering additional support. - Inheritance Trusts
Preserves inherited wealth through structured, tax-efficient distributions tailored to beneficiaries' needs and long-term objectives. -
Charitable Trusts
Establishes a meaningful philanthropic legacy while offering significant tax benefits and financial flexibility. - Directed/Delegated Trusts
Provides professional trustee services and empowers specialized advisors to manage specific functions such as financial advisors or real estate managers.
SERVICES
Estate Planning & Trusts
Living Trusts
Directed/Delegated Trusts
Asset Protection Trusts
Special Needs Trusts
Individual Retirement Account
Investment Management Accounts
Estate Settlement
Legacy Planning & Charitable Giving
Durable and Health Care Powers of Attorney
Tax Strategies & Projections
Administrative & Management Services
Custodian and Custom Reporting
Foundation & Endowment Creation and Management
Insurance Reviews
Personal Administrative Services
Private Banking
Real Estate Management
Risk Mitigation Strategies
Ancillary Planning
Education Planning & Funding
Marital or Divorce Planning
Legal Documents Review
What to Look for in Your Trustee
The management of a trust involves much more than day-to-day investment supervision. Trusts typically have several beneficiaries, and their interests may be adverse to some extent. The beneficiaries may be of different generations, for example, and their interests in the trust may vest at different times – perhaps years apart. The trustee has fiduciary obligations to each of the beneficiaries, and satisfying these disparate objectives is one of the core responsibilities of trusteeship. Choosing a trustee is perhaps the single most critical decision you will make.
A trustee is expected to perform a wide range of responsibilities and must have broad expertise to do the job well. By law, and subject to the specific terms of the trust document, the trustee may have remarkable power over the fate of the family fortune. Trust creators need to have confidence that such power will be exercised wisely with the objectivity of a team of wealth professionals who have a fiduciary duty of care and loyalty to clients. Preserve your financial legacy and find peace of mind with Capital City Wealth Trust Services.
Why Choose Trust Services from Capital City Wealth?
Our trust officers and wealth advisors pair expert guidance for your wealth development and management strategies with personalized service. Our growing number of relationships is evidence of our responsiveness, exceptional portfolio management and dedication to providing a framework for managing your assets according to your wishes. Plus, our performance record over more than 60 years is a testament to our commitment to being the best-choice fiduciary for our clients and communities. Connect with us today.