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 SERVICES
Family Office Services
Discover the many other ways we help our clients manage their assets.
Wealth Planning
A holistic approach that results in a guide for your financial future.
Investment Management
Investing strategies built around your personal goals and risk tolerance.
Trusts & Estates
As an independent trust company chartered in Tennessee, we can provide many advantages as a corporate trustee or executor.
Special Needs Trusts
Meet present and future cash flow needs with a trust for your loved one with special needs.
Additional Services
Discover the many other ways we help our clients manage their assets.