Equitable Trust

Financial ServicesTennessee, United States11-50 Employees

Equitable Trust is an independent, employee-owned trust company based in Nashville, Tennessee. It provides trust and estate services, family office services, and investment advisory services to both families and institutions. The firm emphasizes a client-centric approach that prioritizes listening and problem-solving to deliver personalized service.

Its offerings are grouped into three core areas: Trust and Estate Services, including trust administration, estate settlement, estate plan consulting, directed trustee work, and real estate administration; Family Office Services, encompassing wealth design, financial and tax planning, philanthropic giving, next-generation education and mentoring, and lifestyle management; and Investment Advisory Services, covering asset allocation, portfolio management, third-party manager evaluation, account aggregation with consolidated reporting, and private equity due diligence. Positioned in the financial services sector, Equitable Trust operates as an independent, employee-owned firm that serves both families and institutions with fiduciary and advisory capabilities. Headquartered in Nashville, it maintains a regional focus.

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