What We Do

Family Office Services

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

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wealth planning

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

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Investing strategies built around your personal goals and risk tolerance.

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Southeastern Trust Company

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

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special needs trust

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

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southeastern trust additional services

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

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Meet our team.
Meet our board.

Discover the people who help our clients design a life well spent.

Southeastern Trust board in a meeting

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