• Trust Clients & Beneficiaries
  • Introduction
  • Fiduciary Services Overview
  • Personal Trust Administration
  • Charitable Trust Administration
  • Private Foundation Administration
  • Estate Settlement Trusts
  • Personal Representative Services
  • Bill Paying Service
  • Placing Your Trusts with SFT
  • Sample Statement of Account
  • FAQs
• Financial Advisors
  • Introduction
  • Why Financial Advisors Prefer SFT
  • Fiduciary Services Overview
  • Personal Trust Administration
  • Charitable Trust Administration
  • Private Foundation Administration
  • Estate Settlement Trusts
  • Personal Representative Services
  • Bill Paying Service
  • How to Establish New Trust Accounts
  • Sample Trust Document Provisions
  • Our Alliance Relationships
  • FAQs
• My Account
  • Account Access
  • Our Privacy Policy

Trust Clients and Beneficiaries

Santa Fe Trust was established to give trust independence to Trust Clients. The Santa Fe Trust model of unbundling trust services from investment services has resulted in choices to Trust Clients and Beneficiaries that allow flexibility in trust type, trust asset type and trust investment strategies.