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Family Capital Trust Co.
Family Capital Trust Company is a private, New Hampshire-chartered corporate trustee headquartered in Peabody, Massachusetts. Founded in 1999, it specializes in managing family trusts and multi-generational wealth for a select clientele. The firm operates as a small, highly experienced organization, emphasizing confidentiality, integrity, and personal service in a family office style. Its principals collectively possess over 100 years of experience in trust and wealth management, spanning estate planning, tax law, and prudent investment practices. The company serves high-net-worth families seeking conservative, long-term stewardship of assets, with fewer than 25 employees.
Investment Strategy
Family Capital Trust Company pursues a conservative approach to wealth preservation, focusing on achieving client families' current financial goals while maintaining flexibility for future needs. The firm applies stringent fiduciary standards required by its New Hampshire charter and ensures compliance with regulatory requirements. Their investment strategy centers on prudent portfolio management, diversification across equities, fixed income, and international markets, and long-term stewardship of generational wealth with an emphasis on security, confidentiality, and continuity. The firm crafts tailored solutions that address complex family and estate planning challenges.
Latest 13F Filing Activity
Family Capital Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 62 equity positions with a total 13F market value of $289M. The fund increased holdings in American Express Co., JPMorgan Chase & Co., Microsoft Corp. among other positions. Family Capital Trust Co. reduced exposure to Apple Incorporated, Pepsico Inc., Johnson & Johnson among others.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ADBE | ADOBE INC | 26.97% | $77.8M | 201,203 | $28.27 | $386.88 | +$676.0K |
I IEFA | ISHARES TR CORE MSCI EAFE | 5.15% | $14.9M | 178,148 | $60.31 | $83.48 | +$1.2M |
J JPM | JPMORGAN CHASE & CO | 5.01% | $14.5M | 49,894 | $52.75 | $289.91 | +$1.7M |
A AGG | ISHARES CORE U.S.AGGREGATE BOND ETF | 4.89% | $14.1M | 142,308 | $101.58 | $99.20 | +$208.9K |
I IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | 4.10% | $11.8M | 258,862 | $31.74 | $45.69 | +$1.4M |
Industry Allocation
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