• Family Office Services

Family Office Services

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First Tennessee’s Family Office Services is designed to help you minimize the burden of managing multiple financial entities. With our many products and services we serve as your family’s “chief financial officer," taking your instructions and working in coordination with the other players to help execute your strategies and orchestrate the many details that come with a complex financial life, including:

  • Financial planning
  • Goals setting
  • Estate planning and implementation
  • Tax organization and implementation
  • Investment strategy and implementation
  • Risk management
  • Financial organization
  • Day-to-day money management

The result is a higher level of order, structure, clear direction, and confidence as you approach the successful financial future you have always desired to give your family.

  • RELATED SERVICES

Federal Deposit Insurance Corporation Banking products and services are provided by First Tennessee Bank National Association. Member FDIC. Logo_Equal_Housing_LG Equal Housing Lender.