Equitable Trust stands as a recognized leader in trust and investment services. Nashville families and institutions entrust more than $2.0 billion in assets to its professionals for investment management, estate planning and trust administration. Specifically we focus on three main areas of financial and fiduciary services: Asset Management - Asset Allocation - Portfolio Management - Third Party Manager Evaluation and Selection - Individual Stock Selection - Institutional Consulting: 401(k), Endowment and Foundations Trust Services - Trust Administration - Directed Trustee - Estate Settlement - Real Estate Administration Planning - Estate - Retirement - Education Funding - Charitable Giving - Family Office Services
Listed skills include Copyright Law, Business Development, Contract Negotiation, and Corporate Law.