Serving Families as Trusted Advisors
Our Firm
Equitable Trust is a Nashville-based, employee-owned firm specializing in fiduciary services, family office, and investment management. The strength of our firm lies in the depth, continuity, and independence of our professionals. Our team has devoted their careers to these disciplines, bringing decades of experience across market cycles and generational transitions. Our interests are aligned with the families we serve, free from the conflicts that come with outside ownership. We foster long-term relationships grounded in fiduciary responsibility and thoughtful counsel, and the same professionals who start with your family stay with your family, often across generations. To us, nothing is more important than protecting your legacy and growing what matters most to you.
Relationships Built to Last Generations
The people of Equitable Trust bring deep expertise to a deliberate practice, one designed to serve as the central hub for the complex workings of a family’s financial life.
Our disciplines work together: investment counsel shaped by the terms of your trusts, both grounded in the work of our family office team. Beyond managing assets, we focus on the human side of wealth. We do not simply manage a trust; we walk alongside its beneficiaries. That commitment to continuity is reflected in the many families we serve today whose parents and grandparents were clients before them.