Solutions

 

 

 

 

 

 

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.  

Goals-Based Financial Planning

A holistic approach that results in a guide for your financial future.

Trusts & Estates

As an independent trust company chartered in Tennessee, we can provide many advantages as a corporate trustee or executor.

Investment Management

Investing strategies built around your personal goals and risk tolerance.

Special Needs Planning

Meet present and future cash flow needs with a trust for your loved one with special needs.

Banking and Credit Consulting

Draw on our experience as banking executives to structure financing solutions.

Estate & Wealth Transfer

Plan your legacy and the smooth transfer of your estate.

Additional Services

Discover the many other ways we help our clients manage their assets.

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Chattanooga

1 Union Square, Suite 600
Chattanooga, TN 37402

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