Design A Life
Well Spent.

S outheastern Trust Company is an independent boutique trust firm serving families across the United States with traditional multi-family office services. Our typical services include trust and estate administration, investment management, real estate management, and bill pay services. In addition, we specialize in asset protection trust and special needs trust administration. We provide personal service and custom solutions for high net-worth households.

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Drew Echternach Passes CFA Exam

Congratulations to our own Drew Echternach for passing the Level II exam in the process of becoming a Chartered Financial Analyst (CFA). According to the CFA Institute, "The Chartered Financial Analyst® (CFA) credential is held by over 150,000 professionals around the...

Market Update- July 2019

Learn more about the highlights of the month with Southeastern Trust’s July Market Update.

2019 Georgia Federal Tax Conference

Southeastern Trust was proud to be a Gold Sponsor of the 2019 Georgia Federal Tax Conference, presented by the Georgia Society of CPAs.

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1 Union Square, Suite 600
Chattanooga, TN 37402

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