Trust Is Everything
For more than 30 years, our business of providing trustee services has been rooted in extensive knowledge and experience in trust administration, based on a deep understanding of fiduciary obligations and the potential tax implications of various trustee activities.
Trust Us To:
- Be the objective voice focused only on fulfilling your directives and expanding your legacy.
- Focus on the big picture of your legacy, not letting family emotions impact results.
- Administer wealth transfer plans through desired tax treatments as experienced professionals with the necessary resources.
- Offer peace-of-mind from institutional stability and heighted standards from compliance of state regulations.
- Our trustee professionals bring experience, objectivity and continuity to managing your trust. Together with our in-house, experienced investment team, TCV Trust & Wealth Management works with you to build, protect and manage your wealth.
Our trustee professionals bring experience, objectivity and continuity to managing your trust. Together with our in-house, experienced investment team, TCV Trust & Wealth Management works with you to build, protect and manage your wealth.
Our Services Include:
- Trust & Estate Services
- Asset Management
- Tax-Managed Investing
- IRA Rollovers
- Financial Planning
To learn more about our approach to wealth preservation, contact:
George B. Gilliam
Vice President
Client Administration
865-297-4070