Trust Company of the South is a North Carolina independent trust company providing premier investment, wealth management, and fiduciary services to maximize wealth for high net worth individuals and institutions. We provide comprehensive planning solutions for our clients that provide peace of mind about their financial futures.
We develop a financial plan, implement the plan, and make changes along the way. We partner with our clients for the long-term, assisting them in preserving, growing and transferring their wealth. We help to preserve wealth by establishing a sustainable withdrawal rate for clients living off investments.
We develop a financial plan, implement the plan, and make changes along the way. We partner with our clients for the long-term, assisting them in preserving, growing and transferring their wealth. We help to preserve wealth by establishing a sustainable withdrawal rate for clients living off investments.
Services
We aim to superbly serve the investment and wealth management needs of our clients with unwavering objectivity and excellence. Trust Company of the South was established in 1992 by a group of successful businessmen in Burlington, North Carolina, who had been clients of bank trust departments and were concerned about the trend toward consolidation among the larger banks and the corresponding erosion in service.
In our initial meeting, we will listen to you, identify your core needs and concerns, and determine how Trust Company might address those concerns. In subsequent meetings we will provide observations and recommendations, and work with you to develop and implement a financial plan.
As a trust company, we are uniquely positioned to serve as trustee, overseeing asset management and investing, accounting and reporting, as well as effecting distributions and beneficiary communications.We can also serve as executor, providing probate administration, tax filings, asset valuations, management and distribution of estate assets, payment of estate debts, expenses and taxes, sale of estate assets and post-mortem planning.
As a trust company, we are uniquely positioned to serve as trustee, overseeing asset management and investing, accounting and reporting, as well as effecting distributions and beneficiary communications.We can also serve as executor, providing probate administration, tax filings, asset valuations, management and distribution of estate assets, payment of estate debts, expenses and taxes, sale of estate assets and post-mortem planning.
No two people are the same, so we understand that no two clients should be treated the same. Read our success stories below for a look into how we've been able to provide individualized help to people just like you. Our client is the beneficiary of trusts established by her parents containing $3.5 million in assets, including investment accounts and two residences.
Last week, the House Ways and Means Committee released its first draft of the "Build Back Better" legislation. The revenue component of the bill includes several tax law changes which, if enacted, could have significant estate planning implications. Below is a summary of the most significant estate planning-related components in the proposed legislation.
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