While The Sanibel Captiva Trust Company remains committed to the rebuilding of and return to its namesake islands, the firm has secured a permanent new office in Fort Myers to serve its clients from Sanibel, Captiva, Fort Myers, and throughout Lee County.
S. Albert D. Hanser, The Trust Company’s Founder and Chairman, and Terence M. Igo, Chief Executive Officer are pleased to announce that the firm will establish The Sanibel Captiva Trust Company at Bell Tower, at 13525 Bell Tower Drive, on the southeast side of the complex at the corner of U.S. 41 and Daniels Parkway.
“We stand with our Sanibel and Captiva clients following Hurricane Ian,” said Hanser, “and have every intention of finishing the build out of our new office on the island when it is prudent to do so. In the meantime, we had always planned to extend to Fort Myers, as our client base has expanded greatly off the islands. We accelerated those plans to meet their needs, as well as the needs of so many of our clients and employees who have resettled, even temporarily, in other areas of Lee County.”
The two-story office building is 10,520 square feet with ample room for growth. “The Trust Company has experienced significant growth over the last few years,” said Igo, “spurring strategic hires across wealth services, portfolio management, trust operations and client services. This building provides us with a comfortable and beautiful space to serve our clients, add talent as needed and host our events.”
Architect Joyce Owens, FAIA, RIBA is owner of Architecture Joyce Owens LLC and has been secured to complete the interior plans for the building making it functional and inviting. She is known for her award-winning designs of contemporary and coastal style and use of sustainable materials. “The Trust Company has a long-standing relationship with Joyce. She is responsible for the design work of our Sanibel and Tampa offices, as well” said Sanibel Market President, Jeffrey Muddell. “The new Fort Myers office will align well with the way our team members work and collaborate, allowing us to continue to work seamlessly, as we demonstrated during and after Hurricane Ian.”
Benchmark General Contractors, Fort Myers, FL has been secured to execute the build out of the Fort Myers office. Anticipated occupancy is in Spring 2023. Currently, temporary offices are within RE/MAX Realty Group, 7910 Summerlin Lakes Drive, Fort Myers. In person appointments are welcome at this location. Main Phone: 239.472.8300, www.sancaptrustco.com
The Sanibel Captiva Trust Company is an independent trust company with $3.5 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs. www.sancaptrustco.com
