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Created by families, for families

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Trust Company of the South Logo

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.

Flock of Birds