In this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble welcome the President, CEO, and majority shareholder of Trust Company of the South, Bill Smith. They discuss exciting developments at the firm, focusing on planning for the future. The conversation covers the importance of continued independence, maintaining client relationships over generations, and the firm’s commitment to its core values.
During this episode, some of the topics discussed include:
- A big announcement on new principal partners and equity changes
- The key traits that Trust Company looks for in evaluating potential partners
- A look at how the origins of the firm still inform its core values today
- The emotional aspect of succession planning for clients and business owners and the importance of focusing on ensuring stability and continuity for future generations of our clients
- How independence and employee equity can position a firm to stand out against its competitors
Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.
