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Boys, Arnold Trust Company

Rest easy with continuity of service from the same wealth management and investment advisors you have come to trust.

Boys, Arnold Trust Company (BATC) is a North Carolina state chartered subsidiary of Boys, Arnold & Company. As an independent, wholly-owned Trust Company, BATC can act as your Executor (Co-Executor), Trustee (Co-Trustee), or Agent, handling the daily administrative duties of managing your trust or estate and ensuring that your assets are invested and ultimately distributed according to the terms of your trust or estate documents.

Why is that important?

You can’t put a price on peace of mind. By receiving high-quality trust and estate management services, as well as investment counsel, from a single, integrated source, you can ensure that all aspects of your financial profile will be working together to put you and your descendents in the best strategic position.

In the same way that we collaborate internally as a team to provide optimized wealth management solutions, we work in conjunction with your attorney, accountant and other trusted advisors to create a plan uniquely right for you to ease the transition during what is often a difficult time. Our purpose is not to replace your attorney, but to facilitate front-end processes and educate you on your options so you can be sure that your legacy will be preserved and your wishes are carried out.

Issues we can address range from current income needs to the protection of assets for family inheritance to charitable intent, though our services can also include custody of assets, including assets other than securities; bill paying; trust accounting; and expedient tax reporting.

Our sole objective is to help you navigate and manage the complexities of trust and estate issues and to work with you now, and in the future, to craft and execute a plan that will meet your and your family’s long-term wealth management needs.