Wealth Services | South State Bank

Trust Services

You’ve worked hard to build your wealth. Choosing a trustee is one of the most important financial decisions you must make during your lifetime.

We combine a strong investment group with experienced and knowledgeable Wealth Advisors and a professional support team that is dedicated to ensuring fulfillment of your objectives. We adhere to the strict ethical standards required of a fiduciary.

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Financial & Estate Planning

You’ve worked hard to create the life you desire. Now you want to protect that lifestyle and also leave an enduring legacy for your family and the community after your passing.

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Estate Settlement

Estate settlement is a complex and technical process, even in a simple estate. We will work with you to help you develop an estate plan that’s right for your family.

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Portfolio Strategy and Management

Our portfolio strategies are grounded in sound risk management, recognizing that preserving the purchasing power of your assets is of primary importance.

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Not FDIC Insured	Not Bank Guaranteed	May Lose Value
Not Insured by any Federal Government Agency		Not a Bank Deposit

South State Bank has in place limited soft dollar relationships with third parties to obtain investment research. Soft dollar relationships are generally arrangements whereby credits are generated by account securities transactions to pay for investment research or other products and services benefiting discretionary accounts. If you would like additional information on soft dollar arrangements or the research that is obtained, please contact your account investment officer.