Rob Lineberger

Principal at Diversified Trust Company

Role: Principal at Diversified Trust
Location: Nashville, TN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Principal
Diversified Trust
Oct 2000 — Present · Nashville, TN
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. 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.Our dedicated focus on coordinating client solutions is based upon the following tenets of service: trust, integrity, privacy, continuity, experience, and accessibility.Our goal is simple - helping our clients focus on what\'s important to them.

Contact information

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Work email
•••••@diversifiedtrust.com
Personal email
•••••@•••••.com
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Current company

Diversified Trust

Financial Services · 156 employees · Founded 1994 · Memphis, Tennessee, United States

Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager. We partner with clients who value thoughtful guidance, deep expertise, and a personalized approach. Our role is to bring clarity to complexity and help clients make decisions that meaningfully shape generations. For 4 decades, we’ve served as a leading independent trust company in the South, overseeing approximately $15B in assets from our offices in Atlanta, Charleston, Greensboro, Memphis, and Nashville. As an employee owned, multigenerational firm, we reflect the families and institutions we serve, bringing continuity, perspective, and a long-term mindset to every relationship and a culture where people can grow, contribute, and build meaningful careers. WHAT WE DO: Across every relationship, we bring family office caliber expertise across investment, fiduciary, tax, estate, and planning disciplines expertise to help clients make confident decisions. Our work spans the full landscape of wealth stewardship, including: • Wealth Strategies Financial planning, tax strategy, estate planning, philanthropy, business & entity planning, risk management, multigenerational planning • Investments Public & private markets, manager due diligence, portfolio construction, research & oversight • Trust & Estate Administration Trust management, estate settlement, fiduciary oversight, generational transitions • Institutional Advisory (OCIO) Investment strategy, governance support, oversight & reporting, fiduciary partnership FOR THOSE CONSIDERING JOINING US: Successful, enduring companies are about a talented team and a strong culture. We are fortunate to have both. We invest in our team so they feel supported and engaged. If you value meaningful relationships, multigenerational impact, and doing work that matters, you'll find a home here.

diversifiedtrust.com

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