Old North State Trust
Why pick this one
Old North State Trust provides trust administration, estate settlement, and investment management under banking charters in North Carolina, Tennessee, and Georgia.
Best for
- Families creating or transferring multigenerational wealth
- Trust administration and estate settlement
- Clients needing a fiduciary investment-management strategy
- Families seeking legacy planning
- Organizations needing administrative trustee services while retaining an outside investment advisor
- Companies seeking retirement-plan advisory services
Look elsewhere if
- Customers seeking emergency or rapid-response services
- Customers seeking routine consumer banking or transactional financial services
- Customers seeking services unrelated to trusts, estates, investments, retirement plans, or legacy planning
Specialties
- personal trust services
- trust administration
- estate settlement
- estate administration
- fiduciary investment management
- legacy planning
- administrative trustee services
- retirement plan advisory services
Certifications
- North Carolina banking charter
- Tennessee banking charter
- Georgia banking charter
What makes them different
- Locally owned and independent trust company in North Carolina
- Banking charter received from the North Carolina Banking Commission in 2004
- Chartered to operate in North Carolina, Tennessee, and Georgia
- Provides administrative trustee services alongside outside investment advisors
- Leadership team members have approximately 30 years of financial-services or fiduciary-services experience
- Serves
- Greensboro, Siler City, Wilmington, Greenville, Lexington
Distilled from this business's own website.
Contact & Location
- Address
- 1250 Revolution Mill Dr Ste 152, Greensboro, NC 27405
- Phone
- 3366466678
- Website
- https://www.oldnorthstatetrust.com/
Services
- trust management
- estate administration
- investment management
- retirement planning
- legacy planning
- wealth management