Lisa J. Simpson

Piedmont is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our advice is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets. Our core competencies include: investment advising and consulting; trustee and fiduciary services; estate, trust, and charitable administration; financial, tax, philanthropic and business succession planning; educational programming; and family meeting facilitation.