Financial and Investment Services

The Financial and Investment Services team at Piedmont Trust Company specializes in providing comprehensive wealth management solutions for high-net-worth clients. Their responsibilities include offering investment advising and consulting, managing trustee and fiduciary services, overseeing estate, trust, and charitable administration, and delivering tailored financial, tax, and philanthropic planning. They also facilitate business succession planning, provide educational programs, and coordinate family meetings to enhance financial literacy and legacy planning among clients.