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.

Consulting

Finance

Investment Management

Personal Finance

Piedmont Trust Company

Jay Harris

Lisa J. Simpson

Daniel F. Smith

Susan B. Gleason

Jamie J. Mcgriff

Benjamin R. Ripple

The Client and Trust Services team at Piedmont Trust Company is responsible for delivering comprehensive fiduciary and trust-related services to our high-net-worth clients. This includes administering estates and trusts, executing charitable trusts, and providing strategic planning for financial, tax, and philanthropic goals. The team also facilitates family meetings and educational programs to ensure seamless multi-generational wealth management and succession planning.

Client and Trust Services

Financial and Investment Services

Leadership Team

Client and Trust Services

About

Team members

Other teams at Piedmont Trust Company

Financial and Investment Services

Leadership Team