Advisory & Family Office

Diversified Trust provides comprehensive wealth management services to families and individuals who desire more than traditional trust services and investment management. Comprehensive wealth management contemplates a broad range of variables in order to address an individual’s personal and financial goals and objectives. An integrated and dynamic wealth strategy is essential in building, protecting, and transferring wealth to future generations and/or charity. Through Diversified Trust’s extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client’s unique situation. Our customized solutions can help address issues such as:

Diversified Trust’s financial advisory and family office services are designed to provide a comprehensive wealth management solution to our clients through the integration and coordination of financial and non-financial objectives resulting in great efficiencies, generational continuity and peace of mind.

Through Diversified Trust’s financial advisory services, our professionals will coordinate with your other professional advisors to develop, implement and monitor a wealth plan that is customized to meet your unique goals.

Diversified Trust’s extensive offering of family office services are available to meet the unique needs of each family who seeks additional administrative support and non-financial consulting.