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Southeastern Trust is a boutique private wealth management firm serving high net worth families across the United States. The firm offers family office services such as trust and estate administration, investment management, real estate management, and bill pay services.

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Q2 Investment Update

Reviewing economic conditions, our expectation for recession has been delayed, not canceled. There are plenty of signs that challenges lie ahead, many of which could appear in months rather than years. Read our latest market update to learn more.

2023 Investment Outlook

As we turn the calendar to 2023, we look ahead with a mix of optimism and concern. We expect that the effects of 2022’s rate hikes are still being absorbed into the economy. The U.S. economy must prove that it can thrive in a higher-rate environment, something it has not had to do over any sustained period since last century.

Southeastern Trust Company Expands to Atlanta

Southeastern Trust Company today announced the opening of its Atlanta office, expanding its physical presence throughout the southeast in addition to its current locations in Nashville and Chattanooga, Tennessee. The office, situated in the West Paces Ferry neighborhood, is located at 3290 Northside Parkway in The Forum at West Paces. Robert FellManaging Director of Southeastern Trust, will lead the office and oversee the firm’s continued growth in the Atlanta market.

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901 Lindsay Street 
Chattanooga, TN 37402


3100 West End Ave Suite 860
Nashville, TN 37203


3290 Northside Parkway NW, Suite 850
Atlanta, GA 30327

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