The Sanibel Captiva Trust Company

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First class personal service combined with world class investment management creates a superior client experience. It has taken years, perhaps a lifetime to reach the financial freedom and lifestyle you and your family enjoy today. Your financial future should rest in the hands of a company with the integrity and experience to preserve and grow your assets.As the largest independent Trust Company in Southwest Florida, we invite you to experience the true meaning of
Private Wealth Management.

The Sanibel Captiva Trust Company - About Us
Founded in Sanibel, Florida in 2001
Our Mission keeps us focused on what is most important – individuals, families, foundations and business owners with missions of their own.

Founded in 2001, The Sanibel Captiva Trust Company was created in response to high net-worth investors like you, seeking quality independent wealth management services to protect, grow and perpetuate their families’ assets. By holding fast to our Mission, we are able to create a unique relationship with individualized services designed specifically for you.

We are committed to
- holding a deep understanding of our clients’ needs and goals
- providing exceptional local investment management
- administering targeted, thoughtful estate and trust services
- delivering outstanding personal attention and consistent communication
- serving as a strong industry leader for the benefit of our clients, community and shareholders

Our Vision
The Sanibel Captiva Trust Company expanded to include The Naples Trust Company and The Tampa Bay Trust Company with offices in Tampa and Winter Haven.

We are locally owned and operated, and have an intimate knowledge and appreciation of the residential and business communities we serve. We will continue to enhance our investment management solutions and expand to key locations to better serve our clients. As demonstrated by the use of the sand dollar at the heart of our name, the environment has been part of the fabric of our company from the beginning. We are committed to being good stewards of our area resources for the health and longevity of our community as a whole.

The Sanibel Captiva Trust Company - Locations
Sanibel Captiva
2460 Palm Ridge Road
Sanibel, Florida 33957
Local 239.472.8300 - Toll Free 800.262.7137
Directions

The Naples Trust Company
5920 Goodlette-Frank Road
Naples, Florida 34109
Local 239.774.4000 - Toll Free 866. 953.0070
Directions

The Tampa Bay Trust Company
4488 Boy Scout Blvd., Suite 425
Tampa, Florida 33607
Local 813.915.6202 - Toll Free 888.660.1976
Directions

The Tampa Bay Trust Company
1314 S. Ft Harrison Ave, Suite C,
Clearwater, Florida 33756
Local 727.226.6039
Directions

The Tampa Bay Trust Company
141 5th Street NW, suite 300
Winter Haven, FL 33881
Local 863.875.7990 - Toll Free 888.660.1976
Directions

The Sanibel Captiva Trust Company - Services
Investment Services
You have expectations when you invest – expertise, advice, accountability. We agree. Keeping you and your family in mind, disciplined risk management is ingrained in everything we do. Superior returns are based primarily on rational expectations for growth and the avoidance of significant risk.
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Foundation & Institutional Services
Here to assist you in attaining your organization’s financial and long-term planning goals. As a foundation, endowment or other nonprofit organization, preserving and growing your assets is of vital importance to your board members, donors and most of all, recipients.
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Trust Services
Preserve the dreams you have for both current and future generations.The people you want to benefit most are the reasons for a trust – assuring that family members, community and philanthropic organizations receive the benefits from what you worked so hard to attain.
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Family Office Services
Successful families have naturally complex dynamics and understandable concerns stemming from the desire to do what is best for all involved. The Trust Company’s Family Office Services offer a holistic outsourced solution to manage the financial and investment side of single or multiple generations of a family’s wealth related needs.
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