Santa Fe Trust Inc Information

Santa Fe Trust, Inc. (SFT) is an independent, privately owned trust company with full corporate trust powers. We are the largest independent trust company in New Mexico. SFT has hundreds of trust clients throughout the United States, provides support to hundreds of financial advisors and is growing rapidly. Our seasoned administrative staff has over 100 years of combined trust industry experience. SFT administers Personal Trusts, Irrevocable Life Insurance Trusts ("ILITs"), Custodial Trusts, Special Needs Trusts, Special Asset Trusts, Offshore Asset Protection Trusts, Conduit IRA Trusts and IRAs, Charitable Remainder Trusts (CRTs), Charitable Lead Trusts (CLTs), and private foundation administration. SFT also offers estate administration and bill paying services. Santa Fe Trust's pioneering business model decouples trust administration services from investment management. SFT encourages trust asset performance by engaging qualified, referring financial advisors who recommend our services to their clients. Investment management for each SFT trust account is typically provided by the qualified financial advisor who recommends the account to SFT. Santa Fe Trust also provides trust services for trust clients with special assets, including real estate and other less typical trust assets. SFT is frequently referred by financial planners, registered investment advisors, broker/dealers, estate-planning attorneys, tax accountants, insurance professionals and our existing customers to trust clients across the United States who are seeking an independent trust company with personal service. SFT is unaffiliated with any bank or other financial institution and received its New Mexico State charter in 1997.