America's Most Advisor-Friendly Trust Companies 2024 - 21

2024 AMERICA'S MOST ADVISOR-FRIENDLY TRUST COMPANIES
CAPITAL FIRST
TRUST
Chris Foregger
President
Capital First Trust Company
700 W Virginia St, Ste 500, Milwaukee, WI 53204
701 N Phillips Ave, Ste 140, Sioux Falls, SD 57104
www.capitalfirsttrust.com
Capital First has been
committed to working
with financial advisors and
providing their clients trust
services. We have expanded
our network of RIA platforms,
and we continue to invest
in our trust service teams
to provide fiduciary services
focused on strengthening
advisor relationships. We
have strived to maintain a
culture of service focused on
advisors and our clients.
Capital First remains a fully
independent trust company
with the advantages of a
South Dakota trust charter.
South Dakota remains the
premier trust jurisdiction in
the United States, and for
good reason. There is no
state income tax, and this
provides financial benefit
to trusts in our state. There
is a very short statute of
limitations for creditors'
claims against a trust. The
privacy laws are strong, and
South Dakota's domestic
asset protection trust laws
allow grantors to be a
permissible beneficiary.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
QUALITY
Capital First Trust Company is an independent South Dakota
chartered trust company with offices located in Sioux Falls,
Milwaukee, and the Twin Cities. With roots extending back to
1984, Capital First Trust Company (Capital First) administers
trusts serviced by an experienced staff of 48 trust professionals.
As one of the nation's premier non-compete trust companies, our
Directed Trust business is focused on trust administration. We take
all investment direction from the investment advisor. We are not
affiliated with any bank, insurance, brokerage or other financial
services company. This true non-compete strategy allows us to
focus 100 percent of our efforts on servicing our partners, the
investment advisor, and their firm.
New business contacts:
Primary
Dan Ehrmentraut
SVP Business Development
Phone: (920) 277-5348
Email: dehrmentraut@
capitalfirsttrust.com
Website: www.capitalfirsttrust.com
Secondary
Dan Naylor
Business Development Officer
Phone: (214) 681-8847
Email: dnaylor@capitalfirsttrust.com
CONTACT
States chartered/licensed in:
South Dakota
Average account size:
$900,000
Total assets (AUA): $2 billion
Custodians supported: Alliance
Bernstein, Ameriprise, AssetMark,
BNY Mellon, Curian, Dunham
& Associates, Edward Jones,
Fidelity, First Clearing, Hilltop,
Interactive Brokers, LPL, Merrill
Lynch, Morgan Stanley, Pershing,
Raymond James, RBC, RW
Baird, Schwab, SEI, State Street,
UBS, Wells Fargo
Number of relationships with
advisors: 600+
Fees
Annual minimum fee: $3,500
Fee scale (directed and
delegated trust services):
$500,000 minimum
0.55%-0.70% on first
$1,000,000
0.45% on next $2,000,000
0.4% on next $2,000,000
0.35% on next $5,000,000
Number of in-house experts:
45 employees including:
18 Trust Officers, 8 Trust
Administrators, 5 Case
Managers (Onboarding)
Trust accounting system: FIS
Charlotte
STRATEGIC FEATURES
47 ED I T A B L E L I N E I C O N S S E T
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH
CLIENTS
PROJECT
CONTRACT
CREATION OF ASSET
PROTECTION TRUSTS
GROWTH
ORGANISATION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
REPORT ANALYSIS
47 ED I T A B L E L I N E I C O N S S E T
INVESTMENT
ORGANISATION
PRESENTATION
BUSINESS
STRATEGY
PROBLEM SOLVING
ACHIEVEMENT
CAPITAL
ADVERTISING
ESTATE PLANNING FOR
BLENDED FAMILIES
TAKE OVER
REPORT
WORKFLOW
STRATEGY
ESTATE PLANNING FOR HIGHNET-WORTH
INDIVIDUALS
REVENUE
VISION
DEFENSE STRATEGY
BUSINESSMAN
IDEA
PROJECT
CONTRACT
FINANCIAL ADVISOR
MANAGING
FOUNDATIONAL ESTATE
PLANNING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
ORGANISATION
CALENDAR
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
TAKE OVER
U.S. ESTATE AND TAX
PLANNING FOR
NONRESIDENT ALIENS
DEFENSE STRATEGY
21
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
SPECIAL NEEDS TRUST
FORMATION
SUSTAINABLE ESTATE
PLANNING
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
Typical timeframe for
acceptance of new trust: New
accounts can be accepted
theoretically in 2 to 3 days
depending on the attorney's
document turnaround and KYC
receipt.
Marketing support includes:
Capital First offers supporting
brochures, one sheets, videos,
podcasts, onboarding collateral
and more.
Supports directed trusts: Yes
Supports delegated trusts: Yes
https://www.capitalfirsttrust.com/discover/executive-team/business-development/dan-ehrmentraut http://www.capitalfirsttrust.com https://www.capitalfirsttrust.com
America's Most Advisor-Friendly Trust Companies 2024

Table of Contents for the Digital Edition of America's Most Advisor-Friendly Trust Companies 2024
