Caldwell Trust Company
Caldwell Trust Company
1561 Main Street
Sarasota, FL 34236
1561 Main Street
Sarasota, FL 34236
Caldwell Trust Company is known for personalized service that safeguards client assets.
At Caldwell Trust, we are true fiduciaries and that is all we do. We handle family affairs privately and in confidence. We can serve you and your family in the following capacities. • Custodian and Investment Advisor to safely hold your assets and manage investments to attain your financial goals.
•Financial Manager to maintain your financial records, and even pay your bills if you wish.
• Trustee to assume full responsibility for total management of all trust affairs, under Living Trust or Will.
• Personal Representative to distribute your Estate under terms of your Will, or serve as Agent for your Personal Representative.
•Corporate Guardian to handle all your financial matters and free family members to supply your personal care.
• Retirement Plan Trustee to assist you, as plan sponsor, with fiduciary, planrelated, and administrative responsibilities.
At Caldwell Trust, we are true fiduciaries and that is all we do. We handle family affairs privately and in confidence. We can serve you and your family in the following capacities. • Custodian and Investment Advisor to safely hold your assets and manage investments to attain your financial goals.
•Financial Manager to maintain your financial records, and even pay your bills if you wish.
• Trustee to assume full responsibility for total management of all trust affairs, under Living Trust or Will.
• Personal Representative to distribute your Estate under terms of your Will, or serve as Agent for your Personal Representative.
•Corporate Guardian to handle all your financial matters and free family members to supply your personal care.
• Retirement Plan Trustee to assist you, as plan sponsor, with fiduciary, planrelated, and administrative responsibilities.
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