More than Words on a Page

With over 30 years of experience in estate planning and trust administration in our Greenville office, we have been involved managing through innumerable transitions of wealth.  Having served generations of families, we are intimately familiar with the advantages, drawbacks, and quirks unique to trusts and estates.  We want you to leverage our hard-earned wisdom so that you can have the peace of mind that you have made the best choices for the future.

With something as important as your family's future, we believe that the best, and for us - the only - way for trustees to steward a legacy is by leveraging local expertise and local trust administration.  To that end, we were delighted to welcome Baird Trust to South Carolina in 2022.  With the addition of our Greenville-based trust officer, we encapsulate sophisticated, comprehensive, and local support.