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11-50 employees
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Financial Services
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4400 Harding Pike, Suite 310, Nashville, TN 37205, US
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Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with more than $3.5 billion in assets for investment advisory, family office, and trust & estate services. Our client centric culture focused on listening and problem solving enables the highest level of personalized service.
Specifically, we focus on three main areas of financial and fiduciary services:
Asset Management
- Asset Allocation
- Portfolio Management
- Third Party Manager Evaluation and Selection
- Individual Stock Selection
- Institutional Consulting: 401(k), Endowment, Foundation
Trust Services
- Trust Administration
- Directed Trusts
- Estate Settlement
- Real Estate Administration
Planning
- Estate
- Retirement
- Education Funding
- Charitable Giving
- Family Office Services
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Equitable Trust Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
80%
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The widely used Equitable Trust email format is {f}{last} (e.g. [email protected]) with 80% adoption across the company.
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