Preserving Family Legacy
Magnolia Trust CompanyTM administers trusts for high-net-worth families.
As a trust company based in Chattanooga, Tennessee, we serve clients across the Southeast.
We partner with investment managers, CPAs, legal counsel, insurance professionals, valuation consultants, bankers, and other advisors.
This allows us to be independent while working cohesively to help achieve your goals.
What We Do
As an independent trustee, Magnolia Trust Company is dedicated to serving its clients by providing high-quality trust administration services that ensure long-term planning goals are met.
We believe trustee selection is a critical element of successful wealth transfer planning, and that by choosing a trustee who is dedicated, knowledgeable, and objective, the probability of success is greatly enhanced.
Our professionals have years of experience addressing planning and family legacy issues and are uniquely positioned to serve as an integral part of a family’s advisor team.
Why Magnolia Trust CompanyTM?
We are thoughtful.
We are insightful.
We are vigilant.
We are transparent.
The tax and trust world is constantly changing and evolving. We continually research and develop methods to stay abreast of the current laws, tactics, and trends. Subscribe to our newsletter, blog, or press releases to stay educated on tax and trust changes and to learn methods to maximize success.