Family Offices in Nashville

Arlington Family Offices manages $16B in assets under stewardship for 84 families and 870 individuals. Founded in 1998 by Ken Polk, it's one of the nation's leading multi-client family offices. The Nashville-area office sits in the restored 1838 Courtney House in historic downtown Franklin, Tennessee, acquired in 2019. Services span trust, fiduciary, investment advisory, custody, and tax through Arlington Trust Company and Arlington Associates. Recent direct investments include The Harpeth Hotel in Franklin.

Bodnar Investment Group targets founder- or family-owned businesses in the Southeast with $5-50M in revenue and $1-10M in EBITDA, primarily in Tennessee, southern Kentucky, Georgia, and Alabama. A Nashville-based family office with broadly diversified holdings across services, manufacturing, distribution, and technology, the firm invests exclusively its own capital, takes control positions, and typically closes within 45-60 days. Portfolio companies span technology, food and beverage, hospitality, financial services, and agriculture.

BBH opened its Nashville office in 2015 and has grown local AUM past $1B. The Nashville team serves Capital Partners clients through its Multi-Family Office, Corporate Advisory and Banking, Private Equity, and Investment Management solutions. Travis Dunn oversees the Nashville MFO, providing objective financial and investment advice to families, privately held businesses, and tax-exempt organizations alongside debt and equity capital for private companies.

Certuity is a nationally recognized MFO and registered investment advisor founded in 2014, serving high- and ultra-high-net-worth investors, business owners, executives, and families. The Nashville office in the Green Hills neighborhood provides investment management, tax strategy, estate planning, alternative investments, family office services, legacy planning, and outsourced CIO capabilities. Forbes named Certuity a Top RIA Firm in 2025.

Cresset manages more than $235B in assets under management and advisement as of late 2025, making it one of the largest independent MFOs in the country. Founded in 2017 by entrepreneurs Eric Becker and Avy Stein, the Nashville office in the Music Row neighborhood serves the region's growing base of UHNW families with wealth management, financial planning, tax strategy, liquidity and exit planning, and private investment access.

Equitable Trust manages more than $4.5B across trust and estate administration, family office services, and investment advisory. An independent, employee-owned trust company headquartered in Nashville, its roots trace to the 1930 founding of Equitable Securities Corporation. The current entity was established in 1991 and became fully independent in 2001 when its management group completed a buyout. The professional team includes eight licensed attorneys, four CFA charterholders, five Certified Financial Planners, and six Certified Trust and Financial Advisors.

Heritage Group manages over $1B and makes majority and minority investments in high-growth healthcare services and healthcare technology businesses. Founded in 1986 by David McClellan and Rock Morphis, the firm draws on more than 35 years of combined experience. Heritage partners with Meharry Medical College through the Meharry-Heritage Fellowship to advance health equity and support minority-owned healthcare businesses.

The Ingram family built their fortune through Ingram Industries -- one of America's largest privately held companies spanning marine transportation, book distribution, and insurance. After E. Bronson Ingram's passing in 1995, Martha Rivers Ingram led the enterprise and in 1996 spun off Ingram Micro into a separate public company while keeping the core divisions. The family's philanthropic footprint includes major gifts to Vanderbilt University and the founding of the Tennessee Performing Arts Center.

LBMC Family Office has served some of Nashville's most prominent families for more than 30 years. It operates as the family office division of LBMC -- one of the Southeast's largest accounting and business consulting firms with over 1,000 team members and more than 11,000 clients. Services include bill pay and cash management, wealth transfer planning, gifting strategy, estate and tax coordination, and connecting investment management, family law, and estate planning specialists.

Founded by Charlie Martin Jr., Martin Ventures has funded more than 50 companies and achieved 23 exits, with over $14B in enterprise value created across founded, operated, and invested companies. The firm builds and partners with companies transforming healthcare delivery. Active portfolio companies include Wellvana (value-based care), Reimagine Care (oncology), Trilliant Health (analytics), and Peregrine Health (behavioral health).

Mountain Group Partners has invested in more than 60 companies over 20+ years, with the team executing over 75 financings and transactions. A Nashville-based VC firm founded in 2002 with family office roots, it remains the largest investor in its own funds to ensure LP alignment. Focus areas include underserved sectors in life sciences -- diagnostics, medtech, animal health, and drug development -- alongside disruptive technology and renewable energy.

Nashville Capital Group is a family office founded in 2019 and based in Brentwood, Tennessee, focused on PE investments in the lower middle market. The firm's principals bring hands-on experience growing companies from early-stage ideas into profitable ventures. Nashville Capital takes a partnership approach, providing capital alongside operational knowledge and resources to help launch and scale businesses.

Founded in 2001 to manage the wealth of healthcare entrepreneur Martin S. "Marty" Rash, generated through the $1.7B sale of Province Healthcare to LifePoint Health. Rash is CEO and Chairman of Unifeye Vision Partners and Chairman of ReVIDA Recovery. His career includes leadership as Chairman and CEO of RegionalCare Hospital Partners (RCCH) and Province Healthcare, and as EVP and COO of Community Health Systems.