Trust Company of the South

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The Trust Company of the South is an independent trust firm that provides a range of investment, wealth management and fiduciary services. It serves individuals and institutions in North Carolina. The company offers strategic wealth and investment management and financial, retirement, tax, estate and insurance planning services. The Trust Company of the South also provides specialized advisory services for stock options, alternative minimum tax issues and tax-efficient investment strategies. Its clients include corporate executives, professionals, widows and heirs, nonprofit endowments and charitable foundations. The company focuses on managing risks, strategic diversification and asset allocation, independent money management, portfolio construction and rebalancing and tax considerations.