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Created by families, for families
Trust COmpany of The South
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Investment ManagementWealth PlanningFiduciary ServicesInstitutions & Endowments
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Miscellaneous

August 10, 2023

Replay: Trust Company of the South’s 2023 Investor Symposium with Dimensional Fund Advisors

Trust Company of the South’s 2023 Investor Symposium, hosted in partnership with…
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July 20, 2023

Fighting for Justice: A Conversation with Chris Mumma

In this episode of Trust Company Talks, hosts Bill Noble and Burk Koontz…
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December 1, 2022

Trust Company Celebrates 30 Years of Serving Families

This October marked the 30th anniversary of the founding of our firm.…
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September 1, 2022

Sending a child off to school this fall? Here’s a few legal issues to keep in mind.

Do you have a child who has recently turned age 18?  If…
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August 1, 2022

What I Learned At The Grand Canyon About How To Live My Life

Almost exactly three years ago, I wrote this brief essay about a…
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May 26, 2022

A Job Well Done

Honoring Two Special Colleagues Years ago, at least before the Great Resignation,…
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December 23, 2021

A Toast To Mr. Scrooge

For the past seven years, my daughter has played a role in…
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March 1, 2021

Silver Linings

The year 2020 was a remarkable year in many ways and forced…
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April 8, 2020

The Power of Narrative

Do you recognize the following story? An aging patriarch runs a family…
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Trust COmpany of The South

Greensboro, NC

800 Green Valley Rd,
Suite 304

Greensboro, NC 27408

Raleigh, NC

3700 Glenwood Ave,
Suite 370

Raleigh, NC 27612

Charlotte, NC

6101 carnegie blvd,
Suite 430

Charlotte, NC 28209

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