Trust Services

Experienced and unbiased trust administration is a vital component to implementing an estate plan.

Protection and provision for family members has always been near the top of practically every parents’ priorities. For those wise enough to consider a long-term perspective, establishment of a trust may be the most prudent way to preserve family assets, reduce expenses, and maintain family harmony.

We are proud to now offer CapSouth Private Wealth Trust to those seeking to protect and grow family wealth for multiple generations. Your family deserves independent insight and leadership, devoid of ulterior motives and conflicts of interest. Experience the comfort of a true fiduciary; with a common sense and disciplined approach, our trust services integrate seamlessly with your CapSouth advisor to provide high quality trust technology and administrative support. There is no need to change your investment philosophy, asset management style or portfolio holdings. You may also maintain your attorney, accountant or other professional relationships.

CapSouth Private Wealth Trust is a Trust Representative Office of National Advisors Trust Company, one of the nation’s largest federally chartered, independent trust companies. Together, we provide clients with an integrated trustee and investment management solution—helping clients to protect their wealth and remain confident about the future of their estate.

CapSouth Private Wealth Trust has coordinated legacy planning for individuals and families to implement estate plans to achieve their wealth transfer goals. We work closely with clients to administer estate plans, which may assist you in:

  • Maintaining control of the transfer of wealth
  • Taking appropriate steps to reduce exposure to estate and income taxes
  • Protecting your assets from third parties, such as creditors
  • Maintaining your privacy
  • Providing long-term income to family members without the burden of managing assets
  • Assisting your beneficiaries with spending decisions to ensure that they continue to benefit from your legacy as you intended

Various types of trusts are available to accomplish the goals and objectives of the client:

  • Revocable Trusts
  • Charitable Trusts
  • Irrevocable Trusts
  • Special Needs Trusts
  • Marital Trusts
  • Bypass Trusts
  • Generation Skipping Trusts
  • Dynasty Trusts
  • Irrevocable Life Insurance Trust
  • Qualified Terminable Interest Property

Key roles of a trustee include:

  • Legal interpretation of the language in the document
  • Following guidelines in handling the specific circumstances of each request for funds from trust beneficiaries
  • Properly considering the trust provisions for current beneficiaries while considering the interest of future beneficiaries
  • Gathering appropriate input from family members
  • Conformance with appropriate and applicable state trust codes

A legacy plan is more than your wealth. It is about your values, your hopes, and your dreams. CapSouth takes great pride in providing high-touch, personalized services that are customized to the individualized needs of clients and their beneficiaries. Our goal at CapSouth Private Wealth Trust is to help provide peace of mind, family harmony, and the efficient transfer and management of assets over decades and multiple generations.

What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.
- Pericles

Private Wealth Trust Guide

View the CapSouth Private Wealth Trust brochure here:

Private Wealth Trust Brochure

Schedule a Consultation

We are driven by relationships and we would love to start one with you. Contact us today to schedule your consultation.

CapSouth Partners, Inc. is an independent Registered Investment Advisor.
Investment advisory services offered through CapSouth Partners, Inc., dba, CapSouth Wealth Management.
CapSouth Partners, Inc. does not provide tax or legal advice.

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