Jay Eich

Jay Eich is a Principal and Senior Wealth Advisor at The Trust Company of the South in Charlotte, NC, where he leads client relationships and oversees integrated wealth management solutions. His responsibilities include strategic leadership, comprehensive tax and estate planning, and guiding families through complex financial decisions such as business sales and multi-generational wealth transfers. Eich’s investment advisory focuses on high-net-worth individuals and families, with particular expertise in tax strategy, estate planning, and philanthropic legacy planning for clients, including those involved with business ownership and charitable giving.

Prior to joining The Trust Company of the South in 2008, Eich served for over eleven years as a Director in the Personal Financial Group at PricewaterhouseCoopers (PwC), where he specialized in personal financial planning and providing tailored tax strategies for executives and families. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®), which underscores his multidisciplinary expertise in accounting, financial planning, and fiduciary counsel.

Eich holds a Bachelor of Science degree in Accounting and Finance from Alfred University and pursued further studies at The London School of Economics. He is active in the Charlotte financial and philanthropic community, contributing his skills to organizations such as the First Tee of Greater Charlotte and Queens University's Estate Planners Day, as well as serving on advisory councils supporting planned giving and health foundations.