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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.