Mission + Values

Providing individualized and independent trust administration services.

We are focused on providing superior individualized and independent trust administration services. Our professionals will ensure your legacy goals are met by working alongside your existing team of advisors to develop and execute your tax and dynastic trust planning strategies, while considering your cash flow needs.

We are your trusted advisor.

We act in a fiduciary manner, putting your family’s interests above all else.

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Individualized

Customized services for your specific estate size, value, and asset types.
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Professional

Communication that is clear, professional, and transparent.
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Caring

Sensitive to distinctive personalities, ambitions, and goals within families.
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Strategic

Trust structuring and tax strategies to preserve your family’s legacy.

We ensure your family’s legacy is preserved for generations to come.

As family needs and financial situations change and evolve, it becomes necessary to engage investment managers, CPAs, legal counsel, insurance professionals, and other advisors. As an independent and objective part of your advisory team, we can provide balanced, neutral advice and consistent long-term service. This ensures family goals are achieved and your legacy is fulfilled.

Our values drive every decision and action we take in administering your family’s trusts.

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We are thoughtful

We are diligent, attentive, and understanding of family nuance.
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We are insightful

We have the expertise to bring your aspirations to life.
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We are vigilant

We continually strive to identify opportunities and create better outcomes.
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We are transparent

We are open and always act and communicate with integrity.

Individualized approaches
for high-net-worth families.

We provide an individualized approach for every family. Each family is unique – different sizes, varying estate values and types of assets. And within families, there are often differing individual needs – distinctive personalities, ambitions, and goals.

We work with families and their advisors to create and implement tax and trust strategies that address unique family assets and long-term plans. At the same time, we are sensitive to the individual needs of each family member, helping promote family harmony and stability.

Preserving family legacy – generation after generation.

As specific family needs evolve, and tax and trust laws change over time, we continually find the best ways to meet those challenges.

As all families are unique, it is important to be vigilant in identifying difficult issues. Our team’s experience in identifying potential issues and uncovering opportunities is particularly valued by our clients. When dealing with estates, mistakes can result in lost time and money. These mistakes can only be avoided through experienced advice. We provide the strategies and guidance that have been proven to work in real-world applications.

Learn more.

Learn why Magnolia Trust Company is the right choice for high-net-worth families across the Southeast.