Founded in 2001, The Sanibel Captiva Trust Company is one of the largest independent trust companies in Florida with $4.5 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, business owners, and nonprofits. We believe in a consistent, long-term approach to investment management, and we do not manage proprietary funds or engage in any fee-driven recommendations. As a true fiduciary, our interests are aligned with those of our clients. Offices in Sanibel-Captiva and Fort Myers. www.sancaptrustco.com
Products and Services
a. Investment Management
b. Trust Administration
c. Tax Strategies
d. Family Office Services for families and business owners
e. Philanthropic Giving
f. Family Governance
g. Retirement Planning
h. Foundation and Institutional Financial Management
Member Since: 2024