Diversified Trust is celebrating our 30th year! We are grateful to our clients and our colleagues, all of whom truly live the values embedded in our motto, "enriching lives, realizing visions". We invite you to watch our celebration video in this link! https://lnkd.in/e7u6w7HU
Diversified Trust
Financial Services
Memphis, TN 2,748 followers
Enriching Lives, Realizing Visions
About us
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, 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.
- Website
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http://www.diversifiedtrust.com
External link for Diversified Trust
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Memphis, TN
- Type
- Privately Held
- Founded
- 1994
- 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
Locations
Employees at Diversified Trust
Updates
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Bill Spitz contributed recently to the Kiplinger Retirement Report with excellent commentary on "What is Enough?" https://lnkd.in/e_jidfMY
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Mary Frances Callis, J.D., CFP® has been promoted to Principal. Her dedication to our clients and contributions to our company are exceptional.
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We are excited to announce the promotions of Tucker Carr, CFP® and Emma Neyland, CFP®. These dedicated professionals are contributing every day to the well-being of our clients and colleagues. Congratulations!
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These outstanding colleagues have all been promoted to Senior Vice President at Diversified Trust. Congratulations to Charles Ryan Love, Jingwun (Grace) Moore 廖靖雯, CFA FRM CQF, Hunter Meriwether, and Alejandro Sotolongo.
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We have such an amazing team! Today we recognized two outstanding contributors who have been promoted to Senior Associate. Congratulations Sarah Reece and Carol Reed!
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It was another great week at the 2023 Southern Federal Tax Institute conference. We enjoyed connecting and learning with so many talented estate attorneys, tax professionals, and industry experts. Looking forward to next year. Michael Gragnani, Emma Neyland, CFP®, Trey Tally, Eric A. Main, Mary Frances Callis, J.D., CFP® Mallory Decker
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Today kicks off the NACD (National Association of Corporate Directors) Summit in Washington D.C. Congratulations and gratitude to Sue W. Cole, one of our outstanding Directors for her leadership of this important organization.
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Welcome to Tyler Hays, CPA who has recently joined our office in Memphis.
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