Santa Fe Trust, Inc. (SFT) is a privately owned, fully independent trust company. We are the largest independent trust company in New Mexico servicing hundreds of trust clients throughout the United States.
A sampling of trust products we administer includes: Personal Trusts, Irrevocable Life Insurance Trusts, Custodial Trusts, Special Needs Trusts, Special Asset Trusts, Conduit IRA Trusts and IRAs, Charitable Remainder Trusts (CRTs), Charitable Lead Trusts, and private foundation administration. We also provide estate administration and bill paying services.
Financial planners, registered investment advisors, broker/dealers, estate-planning attorneys, tax accountants, insurance professionals and our existing customers are our primary sources of new business and often refer new clients to Santa Fe Trust.
In many instances, we encourage trust asset performance by engaging financial advisors, generally those who recommend our services to their clients and closely monitor asset allocation and performance. As part of a broader relationship we also provide trust administration for certain nonconforming and concentrated assets, including real estate oil properties, art, intrinsics and family businesses.
SFT is unaffiliated with any bank or other financial institution and was chartered in New Mexico in 1997.