Business Owner

The Whartons

Ten years ago John and Sue Wharton, ages 75 and 73 respectively, sold their closely-held distribution business for $32 million. Their son, Ed, continued to work in the business for two years after the sale, then left to start a real estate development company. John and Sue’s daughter, Kathy, owned a small portion of the business, but never worked for the company. As long term advisors to the Whartons, we now work with three generations of the family. A few examples of how our expertise has helped include:

The Whartons especially value the long-term continuity of their relationship with Trust Company of the South, and the benefits of working with a team of advisors with complementary talents and expertise. Trust Company has proactively addressed planning strategies and provided valuable counsel well beyond managing their investment portfolio.

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