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Family Trust
What Does Family Trust Do?
Family Trust Company, established in 1992, is an independent, Michigan-chartered trust bank. They specialize in comprehensive wealth management, fiduciary services, and investment advisory for high-net-worth individuals, families, foundations, and endowments. Their core philosophy revolves around building long-term client relationships, offering customized financial solutions, and upholding the highest standards of integrity and client advocacy. They aim to help clients preserve, grow, and transfer wealth effectively across generations.
Where Is Family Trust's Headquarters?
HQ Function
Serves as the primary center for executive leadership, client relationship management, investment strategy development, trust administration, and core operational support for all of Family Trust Company's services.
Notable Features:
The headquarters is situated in a modern office building in downtown Grand Rapids, designed to offer a professional, private, and accessible environment for client consultations and collaborative staff work. It features secure facilities essential for a financial institution.
Work Culture:
Characterized by a strong client-first approach, emphasizing deep expertise, unwavering integrity, and personalized service. The culture fosters collaboration among its professionals to address complex financial needs and ensure long-term financial stewardship for its clients. Employees often highlight the supportive and ethical work environment.
HQ Significance:
Its location in Grand Rapids, a significant business and financial hub in West Michigan, allows Family Trust Company to effectively serve a substantial regional client base while also acting as the operational core for its services extending to other regions, including Traverse City, MI, and Naples, FL.
Values Reflected in HQ: The professional, secure, and client-welcoming design of the headquarters reflects Family Trust Company's core values of trust, discretion, client confidentiality, excellence in service, and financial prudence. The environment is conducive to thoughtful financial planning and long-term relationship building.
Location:
Family Trust Company's operations and physical office locations are primarily concentrated within the United States, with key offices in Michigan and Florida. They specialize in providing wealth management, trust administration, estate planning, and investment advisory services tailored to U.S. clients and compliant with U.S. regulatory frameworks. While they are equipped to assist clients who may have international assets or considerations as part of a holistic wealth management strategy, their direct service delivery and branch presence are U.S.-based.
Street Address:
250 Pearl St NW, Suite 300
City:
Grand Rapids
State/Province:
MI
Country:
USA
Where Else Does Family Trust Operate Around the World?
Traverse City, MI/USA
Address: 333 W Grandview Pkwy, Suite 303B, Traverse City, MI 49684
To cater specifically to the financial planning, estate, and wealth management needs of individuals, families, and foundations in Traverse City and the broader Northern Michigan area, offering personalized local service.
Naples, FL/USA
Address: 8889 Pelican Bay Blvd, Suite 402, Naples, FL 34108
To provide expert financial counsel, trust services, and investment management to clients in Naples and the surrounding Southwest Florida market, accommodating both permanent and seasonal residents with complex financial situations.
Buying Intent Signals for Family Trust
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading Family Trust? Meet the Executive Team
As of April 2025, Family Trust' leadership includes:
Who's Investing in Family Trust?
Family Trust has been backed by several prominent investors over the years, including:
What Leadership Changes Has Family Trust Seen Recently?
Based on publicly available information, there have been no major announcements regarding executive new hires or departures at Family Trust Company in the last 12 months. The leadership team appears to maintain stability and continuity.
What Technology (Tech Stack) Is Used byFamily Trust?
Discover the tools Family Trust uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Family Trust Email Formats and Examples
Family Trust Company likely utilizes a common professional email format for its employees. Based on typical corporate structures in the financial services industry, emails often consist of the employee's first initial followed by their last name, at the company's domain.
[firstinitial][lastname]@familytrustcompany.com
Format
rclarke@familytrustcompany.com
Example
75%
Success rate
What's the Latest News About Family Trust?
Family Trust Company Insights • April 1, 2022
Family Trust Company Announces Expansion to Naples, Florida
Family Trust Company officially announced the opening of its new office location in Naples, Florida. This strategic expansion allows the company to extend its personalized wealth management, trust, and investment advisory services to clients in the growing Southwest Florida market, enhancing its regional presence and client service capabilities....more
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