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Equitable Trust Background & Overview Overview
Type
Family Office - Multi
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
Website:
Year Founded:
Equitable Trust Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Family Office - Multi
Equitable Trust Leadership & Principals
Title:
Email:
Corporate Office:
Nashville, US
Equitable Trust Portfolio & Notable Allocations
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