Happy holidays from our team to you and your family! I sincerely hope that you have the opportunity to connect with others as we prepare to welcome the new year.
As I reflect, I’m overcome with gratitude for our amazing clients who entrust us with very specific and personal goals. On behalf of our team, I express the greatest appreciation: It’s truly an honor to work with you. We have such great respect for our clients and consider ourselves privileged to be part of your decision-making process and members of your financial team.
I cannot think about client success without thinking about our team. Relationships are at the core of what we do, and our team consistently finds ways to build trust to understand your life, work, business, charitable pursuits and plans for the future.
It’s an intimate process and we remain steadfast in working with you through all areas – even through self-exploration – to gain your trust, then layer in our expertise to help you reach your goals. It’s a great responsibility that we do not take for granted, and I’m honored to work with such a great team.
Inside the newsletter, you’ll see some fun ways that The Trust Company of Tennessee has been supporting the community, including through substantial support from our team for United Way. There’s an informative article about charitable giving tax strategies, good news about our expanding team and a spotlight on our wonderful tax department.
Emerging from a hectic election season, I encourage you and remind you of the importance of staying focused on your financial goals. We’re here to help you navigate every step of the way – and you may contact me any time at dcarter@thetrust.com. My wish is for you and your family to have a healthy and prosperous year ahead – Happy New Year!