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.
Corporate Transparency Act Regulatory Announcement
In late December 2020, Congress passed the Corporate Transparency Act (the “Act”), which...
The Power of Collaborative Giving: A Conversation with Gavin Stevens of The Alamance Community Foundation
In this episode of Trust Company Talks, we sat down with Gavin Stevens, executive director...
Monthly Market Dashboard: Spooky Season
Spooky Season It’s a bit of a cliché that October brings about scary...
Culture, Relationships and the Fiduciary Standard of Care: A Conversation with Dave Beischer
In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are...
HSAs as a Tax-Efficient Savings Vehicle
You likely know that HSAs, or Health Savings Accounts, can be used to...
Quarterly Review & Outlook: Q3 2023
Changes: Do Higher Rates Make It Different This Time, Or the Same Just...