As a leading independent wealth management firm, Argent delivers in-depth, personalized, unbiased service in a candid and common-sense manner. Our core service offering is professional trust management. Building from that core, Argent provides an array of related financial services. Providing for the long-term financial needs of your family or organization means paying careful attention to your investments now and creating an investment management plan that survives you. At Argent Trust, we work with you to design and administer a plan to take care of your interests for many years to come. With the experience that comes from decades of trust management, our advisors are uniquely qualified to manage and handle the administration of your family, corporate or institutional trust; asset custodial services; and estate settlement. With a personal advisor who works closely with you and is backed by a wealth of resources, you will get unbiased financial counsel and the comfort of knowing that our primary objective is protecting and growing the ongoing value of your estate or endowment. Besides managing personal and institutional trusts, Argent Trust’s full spectrum of administrative services includes estate settlements, trust administration, custody services, trust accounting, tax review and reporting, record keeping services, portfolio management, investment risk consulting, mineral management and customized management services.
BCG Valuations, LLC, is a nationally recognized firm specializing in valuing business interests for many purposes, including estate, gift, and income taxation; purchase and sale of minority and controlling interests; preferred recapitalizations; litigation involving business and securities valuation issues; and general corporate and shareholder planning. For further information go to www.bcgvaluations.com.
Chaffe & Associates, Inc.
Chaffe & Associates, Inc. was founded in 1982 to provide specialized investment banking services to public and private middle market companies, family owned businesses, and financial institutions across a wide range of industries. Our Valuations team offers a variety of services which include estate, gift and income tax planning and reporting, financial reporting, corporate planning, litigation support, ESOP valuations, and intellectual property and other intangible assets valuations. Chaffe’s Mergers & Acquisitions team provides advisory services on both the sell-side and buy-side, including company sales, recapitalizations, corporate divestiture, and management buyouts. Chaffe also provides advisory services such as exit planning, fairness opinions and other matters.
First Horizon Advisors & IBERIA Wealth Advisors
First Horizon Advisors & IBERIA Wealth Advisors bring together a full range of financial resources and local, personalized service to help our clients build their financial futures. First Horizon Advisors & IBERIA Wealth Advisors are the trade names for wealth management products and services available from First Horizon Bank and its affiliates. Whether you need assistance with investments, trusts, financial planning, or more, we have relevant expertise that can be valuable in helping you make important decisions about your unique financial situation.