Helping families create & enrich
their legacy for generations to come.
YOUR VISION. YOUR LEGACY. OUR EXPERTISE.
Old North State Trust (ONST) focuses on growing wealth and preserving legacies by building and maintaining relationships with our clients and other professionals we partner with, such as attorneys and CPA’s. We put our clients first by listening and providing creative solutions to meet their needs. ONST specializes in Trust Services, Trust Administration, Estate Settlement, and Investment Management.
We've Dedicated Years To Helping Families
A Note from our
Founder and Chairman
As I entered the financial industry in the early 1990s, I wanted to create a customer-centric company with an employee culture based on honesty, integrity, and exceptional customer service. With these three main objectives in mind, Old North State Trust acts in the best interest of our clients to manage their assets with a fiduciary responsibility to them with comprehensive, objective financial advice. Our employees are dedicated to our clients and to the communities we serve.
DENIS R de ST. AUBIN – FOUNDER, Chairman
Our Services
Personal Trust Services
Our team has the knowledge, experience, and resources to administer trusts objectively while keeping in mind the wishes of the creator of the trust and the needs of the beneficiaries.
Asset Management
As fiduciaries, we create and manage tailored investment strategies based on robust research, a disciplined process, and clients' goals and objectives.
Retirement Planning
Providing advisory services for company retirement plans. Additionally, our team manages and oversees individual retirement accounts for long-term financial security.
Estate Administration
Our team has the knowledge, experience, and resources to administer trusts objectively while keeping in mind the wishes of the creator of the trust and the needs of the beneficiaries.
Legacy Planning
With a story built on legacy, ONST works with families to create a personalized, dynamic guide to share values and transfer wealth to future generations.
Administrative Trustee
We serve as Administrative Trustees in partnership with investment advisors outside of Old North State Trust.
Chartered In:
North Carolina
Tennessee
