In this episode of our podcast series Trust Company Talks, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by our very own president and chief executive officer, William H. Smith. Together they discuss the history of Trust Company and what lies ahead for the firm and the clients and markets we serve. And as much as Bill Smith would have liked to avoid it, we did manage to get him to talk about himself just a little. During this episode, listeners will learn about:

•  Bill Smith’s background that led him to the financial services industry and how he spends his time outside of the office, from family to philanthropy 
• The history of Trust Company and how Smith’s family grew the firm to what it is today, while maintaining the firm culture of families serving families
• How Trust Company helps its clients transfer their values – along with their assets – to future generations
• Smith’s advice for up-and-coming business leaders

This episode was originally recorded in November of 2022.

Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.