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.
The Difference Between Good and Great with Legendary Broadcaster, Mick Mixon
In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are...
Quarterly Review & Outlook: Q2 2024
“You’re a daisy if you do!” — Doc Holliday, Tombstone, 1993 We spend...
Trust Company of the South Featured in Walter Magazine
The Trust Company of the South was recently featured in Walter Magazine, spotlighting photos...
Trust Company of the South Featured in Family Wealth Report Awards – Acclaim 2024
We are thrilled to announce that Trust Company of the South has been...
Common Estate Mishaps to Avoid
We’ve all heard the horror stories of rich celebrities who died without an...
Planning for Perpetuity: A Conversation with Trust Company’s CEO, Bill Smith
In this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble welcome...