ABOUT CAPITAL FIRST
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SOUTH DAKOTA ADVANTAGE
ADVISOR DIRECTED TRUST
SETTLEMENT PRESERVATION TRUST
SPECIAL NEEDS TRUST
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info@capitalfirsttrust.com
P: 800.521.2359
F: 1.800.494.2429
700 W Virginia St, Suite 500 Milwaukee, WI 53204
Capital First Trust Company latest company news, videos and podcasts. Select a category below.
Incorporating trusts in settlement planning offers a means to manage settlement funds, provide security, flexibility, and protection for the clients financial future.
This short video helps explain the relationship between the financial advisor, their client, and the trustee in an Advisor Friendly Trust.
This short video explains the basics of a Special Needs Trust.
A trust administration company is meant to be trusted. This means ensuring the safe keep of client trust funds through independent external audits, internal audits, board of directors supervision, state…
Capital First Trust Company is a national leader in Special Needs Trust Administration. This video is a testament to how a Special Needs, or Supplemental Needs Trust can help better the life of an SNT…
Capital First Trust Company is an independent South Dakota charted trust company founded on a commitment to provide our clients with exceptional customer service. We provide our clients with dedicated…
Capital First is a Midwest company with Midwest values, and we're dedicated to being your "local" trust company, no matter where you're located.
Capital First Trust Company is your go to Settlement Preservation and Special Needs Trust Administrator. We are the experts.