Accomplished in wealth management, trust management, and focus on fiduciary responsibility with trust assets in excess of $12 billion, Diversified Trust, offers specialized Family Office Services and enhances over three decades of fiduciary legacy planning, wealth management, and holistically tailored investments.
An Evolving Need for Family Office Services
Collapsing wealth with complex family structures leads to challenges that surpass investment tactics. Multi-generational families are faced with the necessity of family harmony, unifying with the complex tax, estate planning laws, governance, business succession, and cross-national philanthropy.
To address these identified challenges, Diversified Trust Family Office Services has broadened the approach by integrating family governance with a wealth management of fiduciary responsibility. These assets are structured to reinforce the protection and positive influence of guiding values, family goals, and legacies.
Key Enhancements in Diversified Trust’s Family Office Model
On the ease of integration and interlinks of the multiple requirements like finance and governance, Diversified Trust model would include soft legal and finance integration and governance outsourcing and other allied finance and governance outsourcing and other allied finance and governance and charter and donation customized strategy based and adaptive.
Customized Wealth Strategy Design
As Trust Diversified, and Trust and Company, to a certain extent, makes it a point to provide full subject services and value services like value services, estate value services, and surrogate value services along with the added services of intent value safeguarding along with the dedicated supervision services.
Fiduciary Leadership and Oversight
Guided by values of family, wealth having a purpose, wellbeing, with value-added strategies of family values integration in giving, comprehensive planning with family foundation value and management giver fund, and donor fund.
Legacy and NextGen Planning
Having a common family aligned approach with family aligned common family with family outlook spam goals, value goals with advisor family tax, diversifying family finances, common unified spanning goals.
Philanthropy and Social Impact Alignment
A systematic and orderly approach is used to complete relations with each family. Diversified Trust continues to practice confidentiality within family relationships with professionals who understand family aspirations, concerns, and family histories.
Why This Matters to Families Today
Due to changes in the economy, approach to wealth, change in taxation, and other uncertainties in the world, more is required of a wealth manager. True fiduciary partners and family offices who deliver advocacy in tax-efficient planning are in increasingly high demand. Contactable, accessible, and family office structures offer the following to a growing number of families:
- Smooth transitions of wealth across generations
- Stability across market cycles
- Reduced conflict with an increase in cooperation with family governance
- Protection against tax and estate planning
- Alignment of wealth with personal and social responsibility
Diversified Trust’s model enhances wealth planning with investment sophistication to meet these demands, assuring that wealth both grows and endures.
Industry Leadership and Employee-Owned Advantage
Diversified Trust can be differentiated from many wealth management companies by the fact that it is a completely employee-owned firm. Each of these professionals shares a deep commitment to the long term prosperity of each client, which is not the case in larger institutions which are ridden with conflict of interest. This level of investment is unusual in the wealth management industry.
Incorporated back in 1994, the firm’s five offices in the southeastern region: Atlanta, Charleston, Greensboro, Memphis, and Nashville offer a wide-reaching regional presence and close local engagement. Because of their size and years of operation, the firm is considered one of the most venerable fiduciaries in the country.
Client-Centric Philosophy
Diversified Trust has one of the most clear and effective missions. They seek to understand their clients rather than the typical approach of selling to them. Each family has a unique narrative that is accompanied by a set of core values, aspirations, and complex fears. They begin with the family to ensure that their Family Office Services goes beyond the standard offerings. Instead it is geared toward what the clients actually need.
As stated by their spokesperson, “The work is not only about numbers and portfolios. We are the stewards of legacies, unifiers of families, and purveyors of peace of mind. In this context, family office services are designed with the conviction that wealth is not a divisive burden, but a shield to protect all generations to come.”
About Diversified Trust
Diversified Trust is the foremost independent wealth manager and trust company that provides a family-centric approach to wealth management. Its holistic approach toward investment management and fiduciary services, bespoke wealth strategy, and family office services enable clients to grow their assets and secure what matters most.
Diversified Trust works with over 100 seasoned professionals and manages over 12 billion dollars in assets, which guarantees experience, stability, and personal focus. Client satisfaction is achieved with the firm’s regional presence in Atlanta, Charleston, Greensboro, Memphis, and Nashville combined with a national outreach.
Our Office Locations
Atlanta
4401 Northside Parkway, NW | Suite 700
Atlanta, Georgia 30327
tel 770.226.5333 | toll free 877.955.8266
