HERITAGE | RELATIONSHIPS | SOLUTIONS
Trust Services
We pride ourselves on our ability to offer independent corporate Trustee services. With over two hundred and fifty years of experience in trust and estate administration.
“Your family certainly achieved that goal of creating a client-centered culture at ONST. I taught school 44 years, and worked two jobs for 20 of those years. Perhaps I am one of the people your family had in mind to help when they began Old North State Trust. I am very thankful for my relationship with ONST.”
-Bonnie
“Old North State Trust separates itself with service in every aspect of relationship management. There are many great local financial firms, however I don’t know anyone that offers a trust officer you can reach locally anytime the need for help arises. Old North State Trust has a state wide presence and a team that will travel when needed to meet face-to-face with clients as a routine practice even if a client does not live in the immediate local proximity to one of its many offices.”
-Attorney- Kevin
” My mother needed someone to manage her financial affairs and Old North State Trust was the perfect fit. They went over and above with sound advice and personal comfort for my mother. She never lost a moments rest worrying about her future.”
-Sallie
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Our Philosophy
Old North State Trust brings distinction in objectivity and expertise to fee-based services with an intense focus on quality customer service. Trustworthiness is the cornerstone around which we have built our company. This is the one characteristic of our business philosophy that has been emphasized from the beginning, and about which one hears most often. In addition, honesty, integrity, and fairness characterize our service and dedication in meeting the financial goals of our clients.
News and Publications
Old North State Trust publishes a monthly newsletter in conjunction with Broadridge Forefield as a service to clients and friends. The information contained in these publications is intended to provide general information about issues related to trust, investment, and estate related topics. Readers should be aware that the facts may vary depending upon individual circumstances. The information contained in these publications is intended solely for informational purposes, is proprietary to ONST and is not guaranteed to be accurate, complete or timely.
No Spouse, No Children: ‘Solo’ Seniors Entering Retirement on their Own
Planning for retirement typically includes provisions for how loved ones can look out for the interests of their aging relatives. But for more than one-fifth of the Baby Boom...
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Instead of Isolation or Institution, a Third Approach to Senior Housing
People who are aging – and their family members – often face a dilemma when it comes to choosing the best housing arrangement. Staying in their homes can become...
It’s Time to Find Solutions to Pending Crisis in Retirement Plans
It’s hard to follow the news without seeing almost daily discussion of Social Security and Medicare, and how viable these bedrocks of retirement planning will be in the future....
Investors with a Cause Can Put Their Money Where Their Hearts Are
Should strictly financial considerations be the sole criteria for investing? Or does it make sense to consider the non-economic impacts that investment decisions have on the world? For many...