Designing a Generosity Strategy A sound portfolio is designed for growth while also managing potential risks. But for many families, generosity is a key component of their financial portfolio. They want to be able to give regularly and consistently to the causes that...
What is a Multi-Family Office? Southeastern Trust provides family office services to some of the most distinguished families in Chattanooga, Atlanta, Nashville, and beyond. Instead of being an office dedicated to one family, we provide services to multiple families....
2022 First Quarter Investment Update Reality Check Many of the concerns addressed in our annual outlook continued to manifest themselves in markets during the first quarter. The most prominent was inflation, which was brought even more into focus with Russia’s...
2022 Investment Outlook Download as PDF Executive Summary Equity markets surged for the third consecutive year, boosted by strong corporate earnings and economic momentum, and supported by the Federal Reserve’s ultra-accommodative monetary policy and asset purchases....
Boutique private wealth management firm announces new Atlanta office CHATTANOOGA, Tenn., January 6, 2022 – Southeastern Trust Company today announced the opening of its Atlanta office, expanding its physical presence throughout the southeast in addition...
Christopher Haigler to advise high-net-worth clientele on trust and estate matters for private wealth management firm Nashville, Tenn – May 26, 2021 Southeastern Trust today announced that Christopher Haigler has been named trust officer for the boutique wealth...
