Capital First Trust Company

At Capital First Trust Company, we believe in going the extra mile for our clients—literally! Trust Officer Juan Sanchez recently traveled from Milwaukee to California and then to New York to meet with a few of our SNT beneficiaries, ensuring they receive the personal care and attention they deserve. These face-to-face interactions help us build stronger relationships and better serve the unique needs of our clients. We're proud to be part of a team dedicated to delivering this level of service!

?? We're excited to share our latest animated video that breaks down the essentials of Special Needs Trusts administration. Whether you're a family member, caregiver, or professional, this 2-minute guide provides valuable insights to help you navigate the complexities with confidence. Watch the video to learn how we can support you in managing special needs trusts effectively. #SpecialNeedsTrusts #CapitalFirstTrust

Throughout the summer, employees from?Capital First Trust Company?are partnering with Independence First to help load fresh food in cars for elders in our community. Check out our photos from some of our volunteers in June and July! Independence First is Metro Milwaukee’s first resource for people with disabilities. They provide programs on disability awareness, independent living skills, and recreation. They also provide the community with benefits counseling and Personal Care Support. We look forward to our continued partnership with Independence First!

Capital First Trust Company's Inaugural Summer Conference! This past month, we had an incredible time at our Milwaukee office for our inaugural summer conference. Team members flew in from all over to join us for a time filled with team activities, bonding, and learning. From insightful workshops to fun team-building exercises, the event was a great opportunity to strengthen our connections and reinforce our commitment to excellence. A big thank you to everyone who participated and made this event a success. Your dedication and enthusiasm are what make Capital First Trust Company such a fantastic place to work. Here's to the memories we made and the growth we continue to achieve together! ?? #TeamBuilding #CapitalFirstTrustCompany #SummerOuting2024

Last week?Capital First Trust Company employees had the opportunity to learn about safety in the workplace and how to react to active threat scenarios. A special thanks to?Capt. Mike Bolender and?Jack Rehn at?Peaceful Warrior Training Group?for coming on-site and not only presenting on what to do when there’s an active shooter, but for also giving us tips and tricks on how to make the workplace a safer place to be. We look forward to our continued partnership with?Peaceful Warrior Training Group!

Capital First Trust Company is honored to be able to support such a group as Special Needs Alliance!

Kudos to our team for putting in the work at The Hunger Task Force this month! Making real impact where it counts. ?? #HungerTaskForce

? Exciting News from Capital First Trust Company! ? We are thrilled to share that Capital First Trust Company has officially moved into our new office space, and we couldn't be more delighted! The holiday season is a time for joy and celebration, and we are embracing it wholeheartedly. ?? A huge shoutout to our incredible team for their hard work and dedication, making this transition a success. ?? We recently celebrated with a festive holiday party that brought smiles, laughter, and a strong sense of community. ?? As we reflect on the year gone by, we are grateful for the partnerships, friendships, and milestones achieved. Wishing everyone a wonderful holiday season filled with warmth, happiness, and the joy of shared moments with loved ones. ???? Cheers to new beginnings, cherished memories, and a bright future ahead! ?? #CapitalFirstTrust #HolidayCheer #TeamSpirit

This past week, Capital First had the privilege of sponsoring and attending Stetson University's National Conference on Special Needs Planning and Special Needs Trusts, as well as Special Needs Alliance Annual Fall Meeting! Both of these organizations provide excellent resources to the Special Needs planning community, and we are lucky to be apart of it!