On this episode of Trust Company Talks, Bill Noble and Burke Koonce are joined by Senior Wealth Advisor and Principal, Jay Eich, to discuss tax strategy, estate planning and how the Trust Company team in Charlotte works closely with clients on complex financial decisions.
Jay shares how tax planning plays a central role in helping families structure wealth efficiently, including strategies for estate tax exemptions, charitable giving and preparing for potential policy changes. He also highlights how careful planning before a business sale can create opportunities to protect assets and reduce tax burdens.
Beyond numbers and tax codes, the conversation touches on the importance of personal relationships in wealth management. Whether helping a client evaluate assisted living options or advising those interested in private aviation, Jay and the Trust Company team take a comprehensive approach that extends well beyond investing options.
Key discussion points include:
- The impact of estate tax changes and how to prepare for them
- Strategies for managing wealth before a business sale
- The role of tax planning in long-term financial success
Listen to the full episode to learn how a thoughtful approach to planning can help clients make informed decisions at every stage of life.
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.
