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Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management, and more than 80 employees. Clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. Diversified Trust is the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. For estates, the firm offers administration, valuation, tax services, investment management, custodial and accounting services. Diversified Trust offers extensive OCIO services to institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communication, audit support, and planned giving initiatives. In July 2018, Diversified Trust closed its sixth private equity fund at over $155 million, beating its $150 million target.
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