Trust Management

Protection of assets and financial provision are high priorities for most families.

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.

Common Types of Trusts:

Charitable Trusts
Revocable Trusts
Irrevocable Trusts
Life Insurance Trusts
Special Needs Trusts
Institutional Trusts
QTIP Trusts

Protect your wealth and be confident about the future of your estate.

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.