News & Insights

Keep up with our latest news, events, & activities.

RECENT POSTS

Feb 04, 2026

Southeastern Trust Investment Memo

Southeastern Trust Investment Memo, 2026 | Next Play

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May 23, 2025

Southeastern Trust Attends 2025 ACTEC Southern Regional Meeting

We were graciously invited to attend the 2025 Southern Regional Meeting, which was hosted by The American College of Trust and Estate Counsel (ACTEC) on May 2–4, 2025. Our team …

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Mar 21, 2025

Investing Like “The Great One”

Southeastern Trust Investment Memo, March 2025 | What Southeastern Trust and Wayne Gretzky have in common.

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Estate Planning Institute 2025 conference

Feb 10, 2025

Southeastern Trust Sponsors the Estate Planning Institute 2025 Conference at UGA

Southeastern Trust was proud to sponsor the Estate Planning Institute 2025 conference at The University of Georgia.

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Chattanooga Ballet Nutcracker

Dec 17, 2024

Southeastern Trust Serves as Presenting Sponsor of Chattanooga Ballet’s Nutcracker

This December, Southeastern Trust served as the presenting sponsor of Chattanooga Ballet’s Nutcracker.

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Southeastern Trust provides a family office approach to help our clients Design a Life Well Spent. Our team has decades of experience tailoring solutions for the specific needs of the individuals and families we serve. Our expert legal and financial professionals will work with you to provide the service you need. Find more information about our trust and estate services here.

Nov 12, 2024

Southeastern Trust Sponsors 2024 Southeastern Regional Meeting of the ACTEC

Recently, Southeastern Trust was proud to sponsor the 2024 Southeastern Regional Meeting of the The American College of Trust and Estate Counsel.

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Jul 26, 2024

Southeastern Trust Sponsors Fiduciary Law Institute

Our team was excited to sponsor the Fiduciary Law Institute hosted by the State Bar of Georgia where legal and financial professionals gathered to connect, learn, and review the latest …

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Southeastern Trust Company at the 2023 Stetson's National Conference on Special Needs Planning and Special Needs Trusts

Oct 24, 2023

Stetson’s Special Needs Trust and Planning Conference

Southeastern Trust Company was honored to sponsor the 2023 Stetson’s National Conference on Special Needs Planning and Special Needs Trusts. Many people face the challenge of supporting a child or …

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Picture of the front of a $100 bill

Jul 26, 2023

2023 Second Quarter Investment Update

Reviewing economic conditions, our expectation for recession has been delayed, not canceled. It is our expectation there is no economic “free lunch” where we simply skip a business cycle and move to a new expansion – there are plenty of signs that challenges lie ahead, many of which could appear in months rather than years.

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Drew Echternach Awarded Chartered Financial Analyst (CFA®) Designation

Apr 24, 2023

Drew Echternach Awarded Chartered Financial Analyst (CFA®) Designation

Southeastern Trust is excited to announce that Drew Echternach has successfully completed all levels of examination to become a Chartered Financial Analyst (CFA®) charter holder. Earning the CFA charter is …

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