High Net Worth Guide 2026 : Tennessee
Ranked Individuals
Provided by Sherrard Roe Voigt Harbison PLC
Sherrard Roe's Trusts, Estates & Private Wealth group possesses broad experience in all aspects of estate planning and estate and trust administration, including sophisticated estate and gift tax planning, charitable planning, asset protection, planning for retirement accounts, and business succession planning. They represent a diverse group of individuals and families from varying backgrounds helping them to achieve their goals of conserving and distributing their wealth to their family and other loved ones and charity. Their services can be further categorized as follows:
Provided by Chambers
Sherrard Roe Voigt Harbison's trusts and estates team assists clients with wealth preservation, estate planning and administration, trusts administration matters, and trusts and estate litigation cases. Its clients include ultra-wealthy families, corporate fiduciaries and charitable trusts.
Provided by Chambers
They are very collaborative, responsive and very straightforward in their advice.
Sherrard Roe's strengths are its deep industry knowledge, compassion and attention to detail. The team is also responsive and thoughtful.
Working with Sherrard Roe Voigt Harbison has shown me a culture of collective effort that I have never seen at other firms. It's a team-based approach that focuses on the client first, and ensures a result that is exceptional.
The attorneys at Sherrard Roe Voigt Harbison are top-tier. They are respected in the community and receive rave reviews from clients and partner professionals. They are seasoned and experienced professionals and it's always a privilege to work with them.
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Carla Lovell handles sophisticated tax, estate and business succession planning, and estate administration matters. She provides counsel to business owners and non-profit entities, often focusing on business succession and tax exemption matters.
Carla Lovell is very much an industry leader. She is very much in the details and attentive to client needs.
Carla is an excellent lawyer.
Carla is highly intelligent and has a very calm demeanour. She is responsive and has an extremely high level of attention to detail as well. She is a master at being able to look at all the various issues and simplifying them without overwhelming the client.
Carla Lovell is one of the premier estate planning attorneys in Nashville.
William Harbison handles trusts and estate work and also represents clients in related contentious matters.
Williams is willing to go the extra mile to service clients.
William Harbison is very good. He is straightforward and commercially aware.
Carolyn Wenzel advises wealthy individuals, including those with closely held businesses. She advises on tax and estate plans, and also works with non-profits on regulatory and administrative matters.
She is very clear in her communication and also very creative in her insights.
Carolyn is incredibly responsible and detailed.
Carolyn is very knowledgeable.
She is always available to us for assistance and is extremely thorough and knowledgeable in her replies.
Lisa Helton is a private wealth disputes specialist. She advises high net worth individuals, trustees and fiduciaries in trust and estate litigation matters.
Lisa Helton is a great attorney and collaborator.
Andrea Sinclair is praised for her high standards of client care in estate planning and administration matters.
Andrea leads with a client-first mentality. She always takes the time and effort that is necessary to educate clients fully to ensure they are making informed decisions about the tax matters at hand and how those decisions will impact their family for generations to come.
Private Wealth Law
Private Wealth Law
Private Wealth Law
Private Wealth Law
Private Wealth Law
Provided by Sherrard Roe Voigt Harbison PLC
Alice Haston
Carrie Granger
Andrea Sinclair
View profile of Andrea SinclairCarla L Lovell
View profile of Carla L LovellWilliam L Harbison
View profile of William L HarbisonLisa Helton
View profile of Lisa HeltonCarolyn Wenzel
View profile of Carolyn Wenzel
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