Fiduciary Services

A trusted advisor

Colony Trust Company provides personal and independent trustee and estate administration services, from simple revocable living trusts to more complex trust structures used in wealth transfer planning. Unlike large, institutional banks and trust companies, we remain flexible, nimble and adaptable in our fiduciary role.  As professional trustees, we will have the technical expertise and flexibility to serve our clients in a variety of capacities, including:

  • Sole corporate trustee with full fiduciary powers
  • Co-trustee with an individual trustee
  • Directed trustee with another advisor or investment manager
  • Successor trustee to the grantor
  • Executor, co-executor, or agent
  • Trust protector

Peace of Mind

Selecting a trustee or an executor is an important part of estate planning.  Trustees have multiple responsibilities and frequently face difficult decisions when carrying out their fiduciary duties.  These responsibilities include: prudent investing of trust assets, interpretation and execution of the trust’s terms, applying discretion when making trust distributions, and responsibility for trust accountings and filing tax returns.

Colony’s mission is to provide financial peace of mind to individuals and families with significant wealth.

We are uniquely qualified to serve our families

1 Our team

Our experienced and knowledgeable team is well-versed in working with families over multiple generations.

2 Fiduciary standard of care

Colony operates under the highest fiduciary standard of care.  As a North Carolina public trust company, we are required by law to act in the best interests of the beneficiaries and to avoid any conflicts of interest.

3 Family structure and dynamics

Colony takes the time to understand the family structure and dynamics.  We facilitate education and communication across family generations to achieve successful wealth transitions.

4 Beneficiaries and trustees

We understand the importance of fostering a productive relationship between beneficiaries and trustees.  It is a partnership that is based on active collaboration, open communication and mutual understanding of each other’s roles and responsibilities.

Unlike large, institutional banks and trust companies, we remain flexible, nimble and adaptable in our fiduciary role.