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Diversified Trust

Financial Services

Specialities :
Investment management
Trusts and estates
Financial advisory and family office services
Institutional advisory services
Ocio services

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
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Employees
Buyer Intent
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Frequently Asked Questions About Diversified Trust

What does Diversified trust do?+

About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $10 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,...

What are Diversified trust's specialties? +

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,and family dynamics

What is Diversified trust's industry? +

Diversified trust operates in the Financial services industry.

What is Diversified trust's revenue? +

Diversified trust's revenue is 11m - 100m

What is Diversified trust's company size? +

Diversified trust has 51 - 200 employees.

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