About Diversified Trust:
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $12 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.
We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services.
Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting.
Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives.
As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients.
Our goal is simple - helping our clients focus on what is important to them.
Company Details
- Employees
- 146
- Founded
- -
- Address
- Crescent Center, 6075 Poplar Avenue
- Phone
- 901-761-7979
- in****@****ust.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- diversifiedtrust.com
- Keywords
- Investment Management, Trusts and Estates, Financial Advisory and Family Office Services, Institutional Advisory Services, OCIO Services, Consulting, Private Equity Fund of Funds, Trust Services, Financial Planning, Succession Planning, Wealth Transfer, Family Dynamics.
- HQ
- Memphis, TN
Diversified Trust Questions
Diversified Trust's helpline number is 901-761-7979
Diversified Trust's website is diversifiedtrust.com
Diversified Trust's LinkedIn profile is https://www.linkedin.com/company/diversified-trust
Diversified Trust has
146 employees.
View email and phone details for 146
employees at Diversified Trust.
Diversified Trust's industry is
Financial Services
Diversified Trust's top competitors are
Berman | Cresset Family Office,
Angel Oak Capital Advisors, Llc,
Balentine,
Homrich Berg,
Capital Investment Advisors,
Signaturefd,
Truxton,
Cumberland Trust,
Equitable Trust,
Pendleton Square Trust Company.
Diversified Trust's support email address is infomemphis@diversifiedtrust.com
Diversified Trust's categories are Financial Services
Diversified Trust's founding year is 1994
