Trust Services

Smith, Salley & Associates offers multiple solutions for your trust needs. We provide trust solutions for clients who want the peace of mind that their estate will be protected and distributed according to their wishes. We work with clients who have financial, family or business needs that require the services of a corporate trustee.

Trusts can serve many purposes, from controlling money after you die to avoiding probate expenses. A vital component of success is who you name as Trustee, which is traditionally served by a close family member or friend. Often considered an honor, this job is actually both time consuming and complicated. Additionally, a Trustee assumes legal liability for the prudent management of the trust assets.

In North Carolina and Virginia, we have a long-standing relationship with American National Bank and Trust Company. American National has branches that span from Raleigh to Winston Salem and Roanoke to Lynchburg. Based in Danville Virginia, American National has been in banking for over 110 years and in the trust business for over 90 years.

Our national solution to trust services is Smith Salley Private Trust. Smith Salley Private Trust is Trust Representative Office of National Advisors Trust — the largest federally chartered trust company in the U.S. to be created by Registered Investment Advisors for the benefit of their clients. Working together, Smith Salley Private Trust and National Advisors Trust provides an integrated trustee and investment management solution that helps clients protect their wealth, so they can be confident about the future of their estate.

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