Administrative Trustee Services

We serve as Administrative Trustee in partnership with investment advisors independent of Old North State Trust.

  • Assets are managed by the client’s investment advisor. Old North State Trust provides trust expertise and administration.  
  • Custody of assets can be maintained by the Investment Advisor or by Old North State Trust.
  • Sophisticated record-keeping trust software systems are used to ensure timely, accurate accounting.
  • Ability to hold non-marketable assets within a client portfolio including real estate, partnerships, LLCs, and other unique assets.