Solutions

At Trust Company of North Carolina, you get direct access to and prompt responses from your wealth consultant. We have a low client-to-Fiduciary Manager ratio, so we can better get to know you, your family, and your financial goals. Our personalized service gives you everything you need. When you call us, you’ll get someone on our dedicated team who is familiar with your account and situation.

A fiduciary has to legally do what is right by you and act in your best interests. This typically means you will save on the all-in investment fees as we seek to put you in the cheapest investments to meet your goals versus high commissioned products and packages.  We do not sell commissioned products or packages. Our fees are designed so that we win when you win and we lose when you lose. We also consider your comprehensive picture as far as family dynamics, goals, financial planning, risk management, and trust and estate planning before offering advice on investments.

Assets can include more than your financial savings; they can include your home, business, personal property, and other types of assets.

People set up trusts to help manage their assets during their lifetime and after death. In the event of death, trusts help to make sure that your beneficiaries receive your assets according to your wishes.

A trust provides financial protection and more privacy. It enables you to avoid the additional time and cost of going through probate. It also creates a structure for delivering financial resources to multiple beneficiaries.

Yes, you can be the trustee of your trust, or you can have a trusted family member be the trustee. But that’s not a course we would recommend. Some very important reasons to let us be trustee of your trust are:

Not when you select us as your trustee. People are often surprised to discover their annual fees compare favorably with the annual fees of other investment managers.