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.
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,...
Burke Koonce Featured in FinancialPlanning on Market Volatility and Fed Challenges
Burke Koonce, investment strategist and principal at Trust Company of the South, was...
Q1 2025 Review and Outlook
Tune Out The Noise In the wake of the Great Financial Crisis, the...
Market Update – April 4, 2025
We thought it might be helpful to provide a brief update on financial...
Bill Smith Authors Family Wealth Report Byline on Avoiding Generational Wealth Loss
Trust Company’s CEO, Bill Smith, CFP®, recently authored a byline for Family Wealth Report, sharing...
Women’s Month Spotlight: Leah Jane Barnwell, CRPC®
At Trust Company of the South, we recognize the women whose expertise and...