Discover the many other ways we help our clients manage their assets.
Banking and Credit Consulting
Southeastern Trust understands how banks work. Our team includes former banking executives who know exactly what bankers look for when structuring credit solutions. Get more out of your banking relationship with guidance from our advisors.
We work with multiple bank partners on behalf of clients to secure financing for real estate investments, mortgages for second homes or simply lines of credit secured by their investment account. We are not owned by a bank, or tied to using one bank’s products, allowing us to find the best rate and structure for each client’s unique situation.
Estate & Wealth Transfer
Your life and legacy is more than money. It represents your values. Planning your legacy and the transfer of your wealth is an essential part of any financial planning process.
Our professional advisors will work to ensure that your assets end up in the right hands, mitigating potential tax burdens and protecting the assets for your beneficiaries. We will also minimize the probate process and the expenses, delays, and loss of privacy that often accompany it.
After we put your plan in place, we will continue to work with you to make sure this plan stays updated, giving you peace of mind that your wealth will benefit the people and causes you care most about.
Parts of an Estate Plan
- A will – a legal document that details your final wishes about how to distribute your assets after death.
- A trust – an account that holds your assets for the benefit of one or more people.
- Life Insurance – proceeds are paid to a beneficiary at your death.
- Gifts – transfers of property made during your life to family, friends or charity.
- Tax exclusions – benefits that may be available if the situation allows.
Charitable Giving Plans
Coming up with a plan can be easier than the execution. At Southeastern Trust, we help with both. When it comes to assisting families with their charitable giving plans, we help develop and carry out the family’s vision by setting attainable goals and reaching them. We build our program on experience, informed by successful planning, and in partnership with family advisors. Charitable Giving Plans may be created during the donor’s lifetime or at the donor’s death as part of a trust or will. For solid planning, our methods include settling on a fully developed philanthropic vision, aiding with annual meetings and Form 990 tax filings, crafting a process to achieve required distributions, and working with the charitable beneficiaries.
Private Investments
One benefit of a firm our size is flexibility. Our team is committed to understanding and accomplishing your individual financial objectives by developing a comprehensive and personal plan for your investment management. Whether current, future, or troubled, we assist with any pain points associated with private investments. For existing private investments, we review their history and context, providing counsel based on the findings. While we are results-driven to meet investment benchmarks, we stay focused on achieving your long-term goals.
Real Estate
Real estate can be a strong income-producing investment, but it requires an experienced trustee to manage it well. We protect the interests of your non-financial asset and efficiently carry out the wishes of family members outlined in the trust document. Southeastern Trust has substantial real estate management experience in residential, commercial, vacation, rental and timber properties.
Family Education
As part of our planning services, we place great value on counseling families on in-house matters. We serve families as their partner, joining with their existing advisory team and other professionals. After individually meeting with family members, our advisors set a timeline for family learning goals, then develop a plan to meet those goals. We focus on helping families grow their strategies for communication, efficiency, and innovation. Southeastern Trust can facilitate meetings and encourage conversation around family values.
