About CapitalSource

Welcome to CapitalSource, where we specialize in providing comprehensive trust services tailored to meet the unique needs of our clients. With a commitment to integrity, transparency, and excellence, we have established ourselves as a trusted partner in the financial landscape. Our services include trust administration, estate planning, and fiduciary services, all designed to provide peace of mind and security for our clients. We leverage our deep industry knowledge and innovative strategies to navigate the complexities of trust management, ensuring that your assets are managed efficiently and effectively.

Our History

Founded in 2000, CapitalSource has been a pioneer in the trust services industry for over two decades. From our inception, we have been dedicated to providing innovative and reliable financial solutions that empower our clients to achieve their goals.In the early years, CapitalSource focused on establishing a strong foundation built on trust, integrity, and exceptional service. As we grew, we expanded our offerings to include a comprehensive range of trust and fiduciary services, catering to the diverse needs of individuals, families, and institutions. Throughout our history, we have embraced change and adapted to the evolving financial landscape.

Our commitment to leveraging technology and industry best practices has allowed us to stay ahead of the curve, ensuring that our clients receive the highest level of service and support.Over the years, CapitalSource has built a reputation for excellence, earning the trust of our clients and partners alike. Our experienced team of professionals is passionate about helping clients navigate the complexities of trust management, providing personalized solutions that reflect their unique circumstances and aspirations.As we look to the future, we remain committed to our founding principles and to continuing our legacy of excellence in the trust services industry. At CapitalSource, we are proud of our history and excited about the opportunities that lie ahead.We focus on what matters most—results. Our team uses cutting-edge tools and data analysis to craft strategies that help your business thrive in an ever-changing digital landscape.