Peace of Mind Solutions
Smith Salley provides locally managed trust services that safeguard your assets and protect your legacy.
Smith Salley is typically at the helm of creating and executing the plan for your money. So it follows that we are in the best position to ensure your legacy continues after your death. We offer multiple trustee solutions to ensure our clients feel confident their estate will be protected and distributed according to their wishes.
Smith Salley has a long-standing relationship with American National Bank and Trust Company (AMNB). AMNB is based in Danville, VA and has branches spanning NC and VA. Having been in banking for over 110 years and in the trust business for over 90 years, AMNB is a great solution for clients with more involved Estates.
Smith Salley can also serve as Corporate Trustee through Smith Salley Private Trust (SSPT). SSPT is a Trust Representative Office of National Advisors Trust – the largest federally chartered trust company in the U.S. to be created by Registered Investment Advisors on behalf of their clients. SSPT has the ability to serve as trustee in all 50 states. Working together, SSPT and National Advisors Trust provides an integrated trustee and investment management solution to give clients confidence in the future of their estate.
- Revocable Trusts
- Charitable Trusts
- Irrevocable Life Insurance Trusts
- Special Needs Trusts
- Irrevocable Trusts
- Institutional Trusts
- Agent for Trustee
- Securities safekeeping
- Income collection from securities
- Settlement of securities trades as directed
- Payment of funds when directed
- Timely statement delivery
- Custody for alternative investments