Individuals and Families

Every life has its unique intersection points.
Are you prepared for yours?

A Multi-Family Office with Private Banking Services

Coordinating your financial life goes beyond managing your investments. Truxton Trust operates a multi-family office providing private banking, wealth management, and trust and estate services - but it’s the other things we do that make us different. We vastly expand traditional financial services for every family and every individual with hands-on, professional teams and personalized strategies. We handle the intersection points when life’s unexpected moments happen, so you have peace of mind today and tomorrow.

Hear from our thought leaders

Why I Named Truxton Trust as Executor and Trustee in my Will
– Tom Stumb

Avoiding Emotional Pitfalls
– Drew Mallory, CFA, CTFA

Family Office

Managing a complex array of family finances over a lifetime of wealth can be challenging. Truxton Trust takes care of all your family needs – including the management of all family administrative hassles and all your vendors, so you don’t have to! Operational support includes bill pay, long-term care planning, assistance with life events, and just about any other situation life throws at you. And we will do this job better than you could ever hope to. It’s what we do; all day every day.

Trust and Estate

Truxton Trust is a stable, professional, long-term solution for you and your family’s complex wealth transfer goals. Our team can provide continuity, competence, and impartiality in all facets of trust administration and management including serving as corporate trustee or executor, allowing us to manage your estate settlement tasks. We communicate continually with your family members and various advisors to assure harmony and coordination in all activities.

Wealth Planning

Truxton Trust becomes familiar with you and your personal circumstances to offer the best solutions to achieve your near- and long-term financial and legacy goals.

Investment Management

Truxton Trust relationship-specific asset management includes equity, bond, and exchange-traded fund (ETF) portfolio management, tax management and optimization, and non-traditional asset management – all with direct access to portfolio managers and no proprietary fund products to sell, helping you preserve and grow your accumulated wealth.

Personal Banking

While Truxton Trust offers checking, savings, CDs, online banking, bill pay, and no-fee ATM withdrawals anywhere in the world, our goal is to establish a true financial relationship with each individual and their family. We are generational bankers, providing tailored solutions, specific to you, your children, and your grandchildren.

Lending

Often our banking relationships begin with a need for assistance with the acquisition of an asset, then proceed to protection of assets and transfer of wealth. Truxton Trust specializes in residential, long-term and short-term mortgages, as well as other secured and unsecured lending for high income and high net worth individuals and their families.

Every life has its unique intersection points.Are you prepared for yours?

A Multi-Family Office with Private Banking Services

Hear from our thought leaders

Every life has its unique intersection points.
Are you prepared for yours?