Diversified Trust

Diversified Trust is a leading wealth management and trust advisory firm based in Memphis, Tennessee, serving high-net-worth individuals and families across the South.

For over 25 years, we provide comprehensive wealth strategies, including financial planning, tax optimization, estate and philanthropic planning, and business succession. We specialize in helping clients navigate complex financial landscapes and achieve their long-term goals.

What distinguishes Diversified Trust is our commitment to personalized service and multigenerational expertise. As an employee-owned, family-focused firm, we offer a continuity and perspective that’s rare in the industry. We manage over $14 billion in assets and pride ourselves on building enduring relationships based on trust and integrity.

Our integrated approach encompasses investment management, fiduciary oversight, trust administration, and institutional advisory services, ensuring a holistic and tailored solution for each client’s unique needs.