Kimberly Ruefenacht Email

Managing Director, Tax Services . Piedmont Trust Company

Current Roles

Employees:
31
Revenue:
$5.2M
About
Piedmont is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our advice is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets. Our core competencies include: investment advising and consulting; trustee and fiduciary services; estate, trust, and charitable administration; financial, tax, philanthropic and business succession planning; educational programming; and family meeting facilitation.
Piedmont Trust Company Address
800 Green Valley Rd
Greensboro, NC
United States
Piedmont Trust Company Email

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