Equitable Trust

Equitable Trust is an independent, employee-owned trust company located in Nashville, Tennessee. Employing 9 people, Equitable Trust manages over $4.5 billion in assets. Equitable Trust provides a variety of financial services to families and institutions. These include trust and estate services such as trust administration, estate settlement, estate planning consulting, directed trustee services, and real estate administration. The company also offers family office services encompassing wealth design, financial planning, tax planning, philanthropic giving, next generation education and mentoring, and lifestyle management. In addition, Equitable Trust provides investment advisory services, including asset allocation, portfolio management, third-party manager evaluation and selection, account aggregation and consolidated reporting, and private equity due diligence. Equitable Trust differentiates itself through a client-centric culture focused on listening and problem-solving to deliver personalized service. Visit Equitable Trust online at equitableco.com.