Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with their trust and estate, family office, and investment advisory services. Our client-centric culture focuses on listening and problem-solving, and we strive to deliver the highest level of personalized service. Specifically, we focus on three main service areas:
Trust and Estate Services
• Trust Administration
• Estate Settlement
• Estate Plan Consulting
• Directed Trustee
• Real Estate Administration
Family Office Services
• Wealth Design
• Financial Planning
• Tax Planning
• Philanthropic Giving
• Next Generation Education and Mentoring
• Lifestyle Management
Investment Advisory Services
• Asset Allocation
• Portfolio Management
• Third-party Manager Evaluation and Selection
• Account Aggregation and Consolidated Reporting
• Private Equity Due Diligence
Company Details
- Employees
- 46
- Founded
- -
- Address
- 4400 Harding Pike, Suite 310, Nashville,tn 37205,united States
- Phone
- 615-460-9240
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- equitableco.com
- Keywords
- Nashville.
- HQ
- Nashville, TN
Equitable Trust Questions
Equitable Trust's helpline number is 615-460-9240
Equitable Trust's website is equitableco.com
Equitable Trust's LinkedIn profile is https://www.linkedin.com/company/equitable-advisors-inc
Equitable Trust has
46 employees.
View email and phone details for 46
employees at Equitable Trust.
Equitable Trust's industry is
Financial Services
Equitable Trust's top competitors are
Worthview Capital,
Pendleton Square Trust Company,
Advocacy Trust,
Equitable,
Diversified Trust,
Truxton,
Caldwell Trust Company,
Pinnacle Financial Partners,
Captrust,
Cumberland Trust.
Equitable Trust's categories are Financial Services
Equitable Trust's founding year is 1991
