Services

Protection and provision for family members has always been near the top of practically every parents’ priorities. For those considering a long-term perspective, establishment of a trust may be the most prudent way to preserve family assets, reduce expenses, and maintain family harmony.

CapSouth Private Wealth Trust services are for those seeking to protect and grow family wealth for multiple generations. Your family deserves independent insight and leadership, devoid of ulterior motives and conflicts of interest. Experience the comfort of a true fiduciary; with a common sense and disciplined approach, our trust services integrate seamlessly with your CapSouth advisor to provide high quality trust technology and administrative support. There is no need to change your investment philosophy, asset management style or portfolio holdings. You may also maintain your attorney, accountant or other professional relationships.

7 Types of Trusts

• Charitable Trusts
• Revocable Trusts
• Irrevocable Trusts
• Irrevocable Life Insurance Trusts
• Special Needs Trusts
• Institutional Trusts
• Agent for Trustees

CapSouth Private Wealth Trust is a Trust Representative Office of National Advisors Trust Company, one of the nation’s largest federally chartered, independent trust companies. Together, we provide clients with an integrated trustee and investment management solution—helping clients to protect their wealth and remain confident about the future of their estate.

What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.
– Pericles