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.
Monthly Market Dashboard – “I’m Still Alive”
“I’m Still Alive” Every generation has its anthem of resilience and defiance,...
Ahead of the Curve: A Financial Roadmap for Young Adults
For many young adults, financial planning can sometimes feel like a distant concern....
What’s Fueling the Triangle’s Growth? A Conversation with Sougata Mukherjee of the Triangle Business Journal
What’s really driving growth in the Triangle? And what does the future hold...
Trust Company of the South Honored at the 2025 Family Wealth Report Awards
We’re pleased to share that Trust Company of the South has been recognized...
Monthly Market Dashboard – The Month After
The Month After Investors of a certain age will remember the made-for-television special...
Through the Noise: Special Market Update with Trust Company’s CEO and CIO
Volatility has returned to the markets in full force. With abrupt tariff announcements,...