South State Private Wealth offers the most sophisticated wealth management tools available, combined with a distinctive, personal approach. Their mission and passion is to help clients not only build and preserve wealth, but to also create a strategy that will help in the pursuit of life’s goals. Whether the focus is philanthropy, education, growing wealth, or taking care of family, South State is here to serve as a trusted partner and to help guide the way.
Financial and Estate Planning
By working in concert with other key family advisors, South State helps develop tailored financial, estate, and tax-planning solutions to address clients’ personal, family, and philanthropic goals.
South State believes that sound financial planning, derived from a deep understanding of a family’s financial goals and aspirations, is essential in proper asset allocation and investment portfolio construction. The focus is on long-term investing with an emphasis on quality, diversification, and an underlying belief that asset allocation is the primary determinant of a portfolio’s return.
For many years, South State Private Wealth has helped families build estate plans to provide financial security for surviving family members, to pass assets to future generations and to charity, and to reduce estate taxes. Drawing on many years of experience, they provide tailored, proactive assistance in identifying the trust structure that best meets the needs of different generations of trust beneficiaries.
South State can provide direct access to a local Private Banker to address any banking, mortgage, or other borrowing needs with a single point of contact.
South State offers a wealth of capability, delivered by a trusted advisor who listens closely and takes the time to understand your situation fully. They offer deep subject matter expertise coupled with a local, proactive approach. Their experienced team of attorneys, CPAs, Certified Financial Planners, Certified Trust and Financial Advisors, Chartered Financial Analysts, and Accredited Investment Fiduciaries is dedicated to advising families regarding complex financial matters.
First-rate guidance on a first-name basis. That’s the South State way.