Case Study

Diversified Trust

In search of the complete reporting solution, Diversified Trust needed to expand its ability to report on alternative assets and enhance the client experience.

Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeastern U.S. Diversified clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. With the approach to tailor strategies for perpetuating and enhancing wealth, planning client legacies and advancing philanthropic missions, Diversified Trust offers decades of experience across investment, legal, tax, trust services and management.