Our Core Values and Pledge

Wealth Planning Strategies

Trust Company of North Carolina’s mission is to enhance our clients’ lives through effective Life Planning, ensuring a satisfying and fulfilling investment, fiduciary and personal experience.

We strive to simplify our clients’ complex financial issues by integrating current best ideas and practices of worldwide experts into the management of their families’ affairs.

Our core values include:

  • Fiduciary soundness, accountability and ethics
  • Strict confidentiality
  • Client-centric service model
  • Expert financial and tax planning advice from seasoned professionals who know that “Life Planning is more than managing money.

We pledge

  • To manage our clients’ assets with the highest standard of fiduciary responsibility, as if they were our own assets.
  • To provide personalized, responsive, expert services, strictly avoiding any conflicts of interest.
  • To be a consistent, ethical and expert asset to our clients’ fiduciary, financial, business, legal and personal needs throughout the generations.