Eq

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Equitable Trust Overview

Type
Multi Family Office

General Information

Equitable Trust is a multi-family office headquartered in Nashville. The firm serves families and institutions with a focus on investment management, trust administration, and comprehensive family office services. Drawing on experience across financial planning, estate management, and real estate, Equitable Trust provides tailored solutions to support the preservation and growth of client wealth—offers integrated oversight across diverse asset classes and generational needs.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Nashville, United States

Portfolio & Notable Allocations

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