CAPS

Capstone Holding Corp. is a financial services company that operates through its subsidiary, Capstone Trust Company. Based in South Dakota, the company provides trust, fiduciary, and administrative services to individuals, families, and institutions. Capstone specializes in trust administration, estate planning, and wealth preservation strategies for high-net-worth clients seeking professional fiduciary oversight. The company's services include serving as trustee for personal trusts, retirement accounts, and specialized trust structures designed for asset protection and tax efficiency. Capstone Trust Company is regulated as a state-chartered trust company and adheres to fiduciary standards in managing client assets and affairs. The company offers customized trust solutions tailored to individual client needs, including revocable living trusts, irrevocable trusts, charitable trusts, and special needs trusts. Capstone's professional staff includes trust officers, estate planning specialists, and compliance experts who work closely with clients and their advisors to implement comprehensive wealth management strategies. The company emphasizes client service, confidentiality, and adherence to the highest fiduciary standards in all its operations and client relationships.