created BY families, FOR families
It’s Nice to Meet You.
Trust Company is a full service wealth manager proudly based in North Carolina serving families & institutions.
To us, managing wealth is just the beginning.
For more than 30 years we’ve worked with families of all shapes and sizes to build, protect and preserve wealth. Your family is the living picture of the legacy you have worked hard to create, and they will carry it forward for generations to come. Our goal is to empower them to do just that. We become integrated into your family––your hopes, dreams and challenges become our ultimate objectives and concerns. We shift our focus seamlessly from the next 10 years to the next 100 with integrated planning and forward thinking investments, and we look decades into the future to ensure your legacy is what you want it to be.
years building relationships
NC
based and privately held
Assets Under Management
Wealth
Planning
Investment
Management
Fiduciary
Services
Our Firm
The culture our founders created years ago at our firm remains today and continues to drive everything we do.
Thought Leadership
Our focus is always on serving our clients, and part of that is keeping you up to date and informed with market insights, commentary and sometimes, interesting things you didn’t know were interesting.
Income Tax Sunset
The Tax Cuts and Jobs Act (TCJA) was passed in 2017, and unless...
Markets are Not Political: A Conversation with Jake DeKinder of Dimensional Fund Advisors
In the latest episode of Trust Company Talks, Bill Noble and Burke Koonce welcome Jake DeKinder,...
Storms, Markets and Resilience: Q3 Review and Outlook
Storms This has been a difficult stretch here in North Carolina. Less than...
Supporting Relief Efforts in Western North Carolina
The recent devastation caused by Hurricane Helene across Western North Carolina has impacted...
Selling a Family Business: A Conversation with Charles Shook and Leah Jane Barnwell
In the latest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce...
Corporate Transparency Act: What to Know
The final regulations of the Corporate Transparency Act (the “Act”) went into effect...