Investment Management

Trust & Estate Planning

Beyond fiduciary investing, our credentialed staff excels at Trust and Estate planning. We will work with you to develop an estate plan that addresses your family’s financial needs, from discussing simple wills to establishing complex trusts. Whether you want to provide a contingency plan for your own incapacity, make provisions for asset management for a surviving spouse, allocate funds to dependents, or reduce tax liability, a trust may be the most effective tool to manage your wealth both now and for the future.

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Bank of North Carolina is a Division of Pinnacle Bank and is Member FDIC and an An Equal Housing Lender Equal Housing Lender. Only deposit products are FDIC insured. Loans are subject to credit approval. The information provided herein should not be considered tax or legal advice. Please consult with your attorney or tax advisor on your individual circumstances.