Southeastern Trust Company is a boutique trust firm. We serve families across the United States with traditional multi-family office services including trust and estate administration, investment management, real estate management and bill pay services. In addition to typical trust services, we specialize in asset protection trust and special needs trust administration.
Why Southeastern Trust?
Our team members average over 20 years of industry experience.
All members of the team are fully acquainted with the circumstances of every client relationship, allowing any member to promptly assist with any issue.
No Third Parties
All administration investment management and operations take place in our offices, within our control. Nothing is outsourced, allowing STC to provide better service and response times.
STC team members are accessible to our clients 24/7. Clients have the ability to walk in our office and meet with their team any time they choose.
Clients have access to the individuals making the decisions affecting their accounts. These decisions are made by individuals who are familiar with the client’s situation. Further, decisions can be made quickly.
STC charges its fee as a percentage of the market value of the account, and this fee is reflected monthly on the client statement. Our compensation is transparent – there are no hidden fees.
STC is the perfect size to appropriately service the needs of our clients. We are not so large that clients are treated like numbers, however we have the resources and expertise on hand to assist in any situation.
In addition to traditional trust administration, STC team members can assist clients with estate planning, investment management, paying monthly bills, estate administration and financial planning.
STC is willing to work with an outside investment advisor if the client so chooses.
STC has substantial real estate management experience in residential, commercial, vacation, rental and timber properties.
Are not FDIC or any other Government Agency insured. Are not Bank guaranteed. May lose value.
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1 Union Square, Suite 600
Chattanooga, TN 37402