Firm / Organisation

Diversified Trust

Current View:

This content is provided by Diversified Trust.

Practice Leads:
Wealth Strategies:
Brook H. Lester (Primary Contact), CPA 901-761-7979
Email: [email protected]
Investments: Samuel L. Fraundorf
Trust & Fiduciary: Jeffrey L. Carson
Family Office: Robin L. Satyshur
Languages: English

FIRM OVERVIEW:
Established in 1994, Diversified Trust is a comprehensive trust and wealth strategies firm that provides integrated fiduciary, financial advisory, investment, and family office services. The firm works with clients and their other advisors to develop, administer and manage a wide variety of wealth planning structures including trusts, family partnerships, and private foundations. Diversified Trust also serves as an extension of single family offices and private family trust companies. Diversified Trust’s mission is to care for families, their wealth and their legacies. To fulfill this mission, the firm offers a team of skilled practitioners with the expertise required to manage the complexity and unique challenges inherent in private wealth. These professionals have decades of experience in trust, investment, legal, tax, estate and philanthropic disciplines. Diversified Trust respects the unique nature of relationships, and tailors its services to reflect the specific mandates of each family it serves.

Select Clientele:
• Individual and Multi-Generational Families
• Family-Owned Businesses
• Single Family Offices
• Private Family Trust Companies
• Foundations and Endowments

Tennessee Trust Situs Advantages:
A hallmark of Diversified Trust’s fiduciary services is its ability to combine the professionalism of a corporate trustee with the personalized care of an individual trustee. While Diversified Trust serves as trustee in multiple jurisdictions, as a Tennessee-chartered trust company it is able to leverage the advantages of Tennessee’s progressive trust laws and favorable tax situs. Tennessee ranks as one of the best states to establish and maintain a trust due to strong asset protection statutes and significant flexibility in modifying existing trusts.

Advisor Collaboration:
Diversified Trust’s service model is focused on collaboration. It engages in ongoing communication with a client’s legal and tax counsel, co-trustees, beneficiaries and other stakeholders. Creating a partnership with all parties ensures the foundation for a successful relationship, coordinated advice and efficiency.

Employee-owned & Conflict Free:
The firm is 100% owned by a broad group of its employees, creating long-term incentives to attract and retain talented professionals and to partner with its clients. As a trust company, Diversified Trust serves in a fiduciary capacity and strictly avoids conflicts of interest. Enriching Lives, Realizing Visions™

PRACTICE AREAS:
Integrated & Customized Services:
• Trust & Fiduciary
• Wealth Strategies
• Investment Advisory
• Family Office
• Outsourced Chief Investment Officer
• Private Business Advisory
• Philanthropic
• Estate Administration

OFFICES:
Georgia:
Atlanta, GA 400 Galleria Parkway, SE | Suite 1400, 30339
Tel: 770.226.5333 | Toll free: 877.955.8266
Email: Michael A. Gragnani, Managing Principal [email protected]

North Carolina:
Greensboro, NC 701 Green Valley Road | Suite 300, 27408
Tel: 336.217.0151 | Toll free: 855.821.4999
Email: Wallace R. Johnson, III Managing Principal [email protected]

Tennessee:
Memphis, TN (Headquarters) 6075 Poplar Avenue | Suite 900, 38119
Tel: 901.761.7979 | Toll free: 800.264.7498
Email: Robert Smithwick, III, Principal and Director of Client Development [email protected]

Nashville, TN 3102 West End Avenue | Suite 600, 37203
Tel: 615.386.7302 | Toll free: 877.386.7332
Email: Robin L. Satyshur, Principal [email protected]