Design a Life Well Spent.

Southeastern Trust helps families preserve, grow, and transition generational wealth.

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Southeastern Trust is a multi-family office helping families grow, preserve, and transition wealth using our proven expertise in investment management, trust administration, and estate planning.

EXPLORE OUR SERVICES

We believe in the importance of family.

Every family is unique and needs customized services. We design portfolios to reflect your values and benefit the people you love the most.

We believe in the importance of legacy.

You created generational wealth and want to see it prosper for future generations. Our clients have long-term goals which require a long-term approach.

We believe in the importance of transparency.

Honesty is at the heart of healthy relationships. Our fee structure is clear and enables us to focus on your best interest.

We believe in the importance of generosity.

It is better to give than to receive, which is why our leadership team invests time and money in charitable organizations.

what others are saying

“I always tell clients that Southeastern Trust is easy to work with and a very approachable and responsive trust company.”
– Financial Advisor
“We love that we know our clients are in great hands when we make a referral to Southeastern Trust. They are the perfect fit for our clients who may feel a little intimidated by traditional trust companies or trust departments at a bank.”
– Estate Planning Attorney
“Southeastern Trust’s most important selling point for me, based on direct experience, is its willingness to make tough decisions as a corporate trustee on behalf of trust beneficiaries rather than simply make decisions that avoid risk. This comes from appreciating their clients’ individual situations.”
– Co-Trustee
“I really enjoy working with Southeastern Trust and especially appreciate that they have the special needs expertise. Not many trust companies have that expertise.”
– Special Needs Parent