Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $5.5 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. We tailor strategies for perpetuating and enhancing wealth, planning your legacy, or advancing philanthropic missions. Our team offers decades of direct professional experience across investment, legal, tax, trust services and management. We employ an array of wealth strategies and services to help our clients accomplish their goals.