CHARLOTTE (September 24, 2026) – Pendleton Square Trust Company, Inc., an independent trust company providing non-investment trust and estate services to advisors and high-net worth families, today announced the opening of its newest office in Charlotte, North Carolina.
Pendleton Square is an advisor-friendly trust company guiding generations forward to protect and sustain family legacies. With offices in Chattanooga, Nashville, Memphis, Atlanta, Scottsdale, and now Charlotte, the firm has been serving families and administering trusts, estates and private foundations since its founding in 2015. In strategic partnership with a family’s trusted investment advisor, estate planning attorney and tax advisor, Pendleton Square works collaboratively to focus on the unique trust administration needs of each relationship.
“Planting roots in Charlotte is a major milestone for Pendleton Square and an exciting opportunity to serve families and professionals who value independent, relationship-driven trust and estate services,” notes Betsy Brown, Pendleton Square CEO.
Andrea Chomakos, Managing Director and Chief Fiduciary Officer, manages the Charlotte office and serves families and develops relationships in the market and nearby areas. Prior to joining Pendleton Square, Andrea practiced law representing high net worth families providing sophisticated tax, trust and estate planning. “I am thrilled to be able to continue to serve clients in North Carolina, providing independent fiduciary services under Pendleton Square’s model of delivering high touch personalized trust services.”
“Building relationships is at the heart of what we do,” said Brown, “and we are excited to have an experienced and local professional in Charlotte with deep ties to this community to provide best-in-class trustee services to families and their advisors.”
For more information on Pendleton Square and its commitment to excellence, collaboration, compassion and trust, please visit www.pendletonsquaretrust.com.
About Pendleton Square Trust Company, Inc.
Pendleton Square Trust Company, Inc. is an independent trust company guiding generations forward to protect and sustain family legacies. Pendleton Square provides trust and estate administration services, while partnering with family-selected investment advisors to create a best-in-class team. With offices in Nashville, Chattanooga, Memphis, Atlanta and Scottsdale, Pendleton Square serves families and advisors with a beneficiary-centric approach, technical expertise, industry-leading technology, and utilization of Tennessee’s highly ranked trust laws. The team is focused on building multi-generational family relationships, executing family legacy plans and partnering with family advisors.
Media Contact:
Molly Rourke ([email protected])
