List of Family Offices in Nashville 2026

Key Facts About Nashville Family Offices

• Nashville hosts roughly 13 family offices spanning SFOs, MFOs, outsourced models, and RIAs with family office capabilities.
• Combined assets under management exceed $50 billion among the largest offices. HB Wealth Management leads with $29 billion or more in AUM.
• MFOs dominate Nashville's market with five dedicated firms. Big Plan Holdings is the only known single family office in the metro area.
• Office locations cluster in distinct neighborhoods: Music Row, Green Hills, downtown Franklin, West End Avenue, and Demonbreun Street.
• Tennessee charges no state income tax. This draws ultra-high-net-worth (UHNW) families from higher-tax states.
• Healthcare, music, and hospitality industries generate the entrepreneurial wealth behind Nashville's family office demand.
• Wealth minimums range from roughly $1 million for outsourced bill pay to $25 million or more for full engagement.

Nashville's Family Office Landscape

The market for family offices in Nashville reflects the city's rapid wealth growth. Five Fortune 500 companies call the metro area home. Healthcare firms, entertainment businesses, and tech startups have produced a new generation of wealthy families seeking dedicated wealth oversight.

Arlington Family Offices alone serves 79 families and reports $15 billion in assets under stewardship (AUS). HB Wealth Management manages over $29 billion firm-wide.

Tennessee's zero state income tax and favorable trust legislation draw families from California, New York, and Illinois. Community property trusts allow a full step-up in basis.

Colony Trust Company opened a Nashville branch to offer corporate trustee services under Tennessee law. National firms like Cresset Capital and Brown Brothers Harriman have also established local offices.

Nashville's wealth firms spread from Franklin and Brentwood in the south to Music Row and the West End corridor downtown. The mix includes traditional MFOs like Arlington and Family Office Partners, plus outsourced providers like LBMC.

Entertainment-focused Stonebridge Wealth Management and RIAs such as HB Wealth and Certuity complete the landscape. This range gives Nashville families options at nearly every wealth level.

Family Office Comparison

Nashville's market spans several office types and service models. The table below compares leading offices with available data.

Family Office	Type	AUM Estimate	Investment Focus	Services	Location
HB Wealth Management	RIA with FO Services	$29B+	Traditional and alternative investments	Full service, bill pay, multi-generational planning	Demonbreun St, Nashville
Arlington Family Offices	MFO	$15B AUS	Family oversight, wealth planning	Five Capitals framework, trust, charitable giving	Franklin (Courtney House)
Family Office Partners (UBS)	MFO	$3.1B+	Generational family wealth	Estate, charitable giving, legacy planning	West End Ave, Nashville
Colony Family Offices	MFO	$2.15B	Wealth advisory, trust administration	Corporate trustee, estate planning	Nashville (HQ Charlotte, NC)
Adams Wealth Partners	RIA	$1B+	Financial planning, retirement	Investment management, education planning	12th Ave South, Nashville
Cresset Capital	MFO	—	Founders, entrepreneurs, UHNW	Tax strategy, exit planning, private investments	Music Row, Nashville
Certuity	MFO/RIA	—	Exit planning, private investments	Financial planning, tax, estate, family office	Green Hills, Nashville
Big Plan Holdings	SFO	—	Real estate, hospitality, venture	Direct investment, charitable giving	Nashville
Stonebridge Wealth Management	MFO	—	Arts, entertainment, sports clients	Career integration, celebrity-specific advisory	West End Ave, Nashville
LBMC Family Office	Outsourced FO	—	Accounting, tax, administration	Bill pay, insurance, estate and gift planning	Nashville

HB Wealth's $29 billion figure represents firm-wide AUM, not Nashville-specific capital. Arlington reports AUS, a broader metric that includes non-investment assets. Offices without published AUM figures, such as Cresset and Stonebridge, either disclose at a national level or operate on a referral-only basis.

Top Picks by Strategy

• Largest AUM: HB Wealth Management manages $29 billion or more with a 98% client retention rate and a fee-only fiduciary model.
• Best for Family Governance: Arlington Family Offices uses a structured Five Capitals discovery process with 79 families and a 60-person team.
• Top Entertainment Specialist: Stonebridge Wealth Management runs a referral-only practice built for high-profile clients in arts, music, and professional sports.
• Strongest Exit Planning Platform: Certuity earned 2025 Forbes America Top RIA Firm status and holds decade-long Barron's rankings, with a focus on liquidity events.
• Best for Outsourced Services: LBMC Family Office offers scalable solutions from basic bill pay to full concierge for families who prefer not to hire internal staff.
• Leading Trust Specialist: Colony Trust Company expanded to Nashville to use Tennessee's trust legislation for community property trusts and state income tax mitigation.
• Best for Direct Investments: Big Plan Holdings operates as Nashville's only dedicated SFO, investing in real estate, hospitality, and venture.
• Top National Platform with Local Presence: Cresset Capital maintains a True Fiduciary MFO with 20-plus offices and a Nashville base on Music Row.

Top Nashville Family Offices in Detail

Arlington Family Offices

Arlington operates the most distinctive family office model in Nashville's market. Its Five Capitals framework evaluates families on spiritual, human, intellectual, social, and financial dimensions before accepting a client. The firm manages $15 billion in AUS for 79 families, supported by a 60-person team holding 35 advanced designations.

The advisory board includes Anders Hall, CIO of Vanderbilt University, and Neamul Mohsin, CIO of Oxford University's endowment. Arlington's Nashville office occupies the Courtney House in Franklin, a restored 1838 building that once served as a Civil War hospital. Families seeking purpose-driven, multi-generational wealth planning will find Arlington's Perpetual Purpose Model unmatched locally.

HB Wealth Management

HB Wealth holds the largest reported AUM among Nashville-area family office providers at over $29 billion. The firm operates as a fee-only fiduciary RIA ranked among Financial Planning's top 10 fee-only leaders. Its Nashville team, led by Wilson Reece (CPA, CFP), offers 13 distinct service lines from capital deployment to household bill pay.

HB Wealth reports a 98% client retention rate and brings 30 years of alternative investing experience in private equity, private credit, and private real estate. Tiered services suit portfolios from $1 million to $25 million or more, with complexity matched to each level.

Cresset Capital

Cresset brings a national MFO platform to Nashville's Music Row with over 20 offices nationwide. The firm targets founders, entrepreneurs, and ultra-high-net-worth families under its proprietary True Fiduciary standard. Nashville services include wealth management, tax strategy, liquidity and exit planning, and private capital access.

Cresset has earned recognition from Barron's, Forbes, and Crain's Chicago Business. Tech founders and entrepreneurs planning or recovering from a liquidity event benefit from the firm's combined scale and boutique-style advisory.

Family Office Partners (UBS)

This 10-person team on West End Avenue delivers a boutique multi-family office experience within UBS Private Wealth's global platform. Family Office Partners manages over $3.1 billion in managed assets, with a 20-plus-year track record serving generational family wealth.

Senior advisors Kent Kirby, Dominic Calvani, and Benjamin Walker focus on estate planning, charitable strategy, and next-generation preparation. UBS's global platform provides institutional research and cross-border capabilities while maintaining personalized advisory.

Colony Family Offices and Colony Trust Company

Colony operates a dual structure: Colony Family Offices manages $2.15 billion in assets, while Colony Trust Company administers $1.1 billion as a corporate trustee. The Nashville branch opened to take advantage of Tennessee's trust legislation. Tennessee offers community property trusts for a full step-up in basis and relaxed decanting notice requirements.

Colony can serve as sole trustee, co-trustee, directed trustee, or trust protector. Families with complex trust needs or those seeking state income tax savings through irrevocable non-grantor trusts should evaluate Colony's Tennessee-specific advantages.

Certuity

Certuity's Green Hills office guides clients through liquidity events and exit planning. Partner Jayson Brown (CFP) leads the local team, advising business owners, entrepreneurs, and high-net-worth families on tax-optimized transitions. The firm earned a 2025 Forbes America Top RIA designation and has appeared in Barron's Top Financial Advisors for 10 consecutive years.

Services span financial planning, private capital access, cash flow management, and full family office support. Business owners approaching a sale or capital event can access customized pre- and post-transaction wealth strategies.

Big Plan Holdings

Big Plan Holdings is Nashville's only known dedicated single family office. The Joseph family launched the firm after Josh Joseph's exit from a cannabis company in 2020. Big Plan operates and invests in four verticals: real estate, hospitality, venture capital, and charitable giving.

Unlike advisory-model offices, Big Plan functions as a direct operator, managing portfolio companies alongside its allocation activity. This hands-on approach reflects Nashville's entrepreneurial culture, where founders prefer active involvement over passive fund investing.

Stonebridge Wealth Management

Stonebridge serves as a referral-only wealth firm for high-profile clients in arts, entertainment, and professional sports. Operating from the Loews Vanderbilt Tower on West End Avenue since 2002, the firm integrates career and lifestyle planning into its financial advisory.

The WonderLife brand and its philosophy of turning "success into significance" reflect a service model built for clients whose wealth intersects with public visibility. Nashville's music and entertainment industries provide a steady pipeline of clients who need discretion and specialized planning.

LBMC Family Office

LBMC offers an outsourced family office model that scales from entry-level bill pay to full concierge services. The firm coordinates with in-house tax, accounting, and advisory teams. This eliminates the need for families to hire dedicated internal staff.

Services include household employee payroll, insurance policy reviews, property management accounting, and foundation guidance. LBMC has advised Tennessee families for over 30 years. The firm's modular pricing delivers organized wealth operations without the overhead of hiring a full-time team.

Trends Shaping Nashville's Family Office Market

Alternative Capital and Private Market Access

Nashville wealth managers allocate growing shares to private equity, private credit, and private real estate. HB Wealth brings 30 years of alternative investing experience, while Cresset offers proprietary private capital access. The city's local PE ecosystem includes firms like LFM Capital, Pharos Capital, and Whistler Capital. These firms create co-investment deal flow that Nashville-based families tap through proximity and relationships.

Healthcare and Entertainment Wealth Creation

Nashville's healthcare sector, anchored by HCA Healthcare and Community Health Systems, continues to produce executive and entrepreneurial wealth. Founders of health services, medtech, and healthcare IT startups often seek family office relationships upon exit.

The music and entertainment industry drives a parallel wealth stream. Stonebridge built its entire practice around serving artists and athletes. Nashville PE firms like Courage Capital invest in music rights, an asset class unique to this market.

Trust Migration and Tax-Driven Relocation

Tennessee's absence of state income tax and its advanced trust legislation pull UHNW families from California and New York. Colony Trust Company expanded to Nashville to administer trusts under Tennessee law, which permits community property trusts and offers relaxed decanting requirements. This legal environment makes Nashville attractive not just as a residence but as a trust situs, even for families who live elsewhere.

Direct Ownership and Operating Company Involvement

Nashville private wealth offices, especially SFOs like Big Plan Holdings, favor direct ownership in real estate and hospitality over passive fund allocations. The city's booming hospitality and real estate markets provide local deal flow. Nashville's entrepreneurial culture and manageable deal sizes make it easier for smaller offices to invest directly rather than through intermediary funds.

How to Evaluate a Family Office in Nashville

Nashville's market is small enough that personal fit matters more than brand recognition. Start by confirming fiduciary status.

HB Wealth and Cresset both operate as fee-only fiduciaries, while Family Office Partners works within UBS's platform. The distinction affects how advice is delivered and whether commission-based conflicts exist.

Service depth varies sharply among Nashville firms. Arlington offers a Five Capitals framework covering non-financial dimensions, while LBMC provides modular services where you pay only for what you use. Match your complexity to the model.

A family with a single liquidity event may need Certuity's exit planning focus. A multi-generational dynasty may require Arlington's structured oversight and succession planning.

Nashville's trust-friendly legal environment creates an evaluation factor absent in most markets. If your wealth strategy involves irrevocable trusts or dynasty planning, Colony Trust Company's Tennessee-specific trust administration offers advantages that out-of-state offices cannot match. Ask whether the office can serve as trustee, co-trustee, or trust protector under Tennessee law.

Access to alternative assets is another local differentiator. HB Wealth's 30-year private markets track record and Cresset's private capital platform offer different paths to the same asset classes. Request audited performance histories and confirm minimum allocation sizes before committing.

Referral-only offices like Stonebridge require a different approach. If your wealth originates from entertainment or sports, you may need an introduction through an existing client or professional network rather than a standard consultation.

Which Family Office Fits Your Needs?

UHNW families relocating to Nashville for tax advantages should explore Arlington Family Offices or Colony Trust Company. Both combine full wealth oversight with Tennessee-specific trust planning.

Arlington's purpose-driven model works best for families who want structures extending beyond financial capital. Colony's dual-state trust administration suits those moving assets from higher-tax states.

Business owners and founders approaching or recovering from a liquidity event have strong local options in Certuity and Cresset Capital. Certuity's decade of Barron's recognition reflects sustained advisory quality. Cresset's national platform provides capital access that a purely local firm may lack.

HB Wealth serves a broader range of portfolios, from $1 million upward, making it a fit for successful professionals who do not yet meet the wealth thresholds of dedicated MFOs.

Families in Nashville's entertainment and sports community will find Stonebridge Wealth Management's referral-only model tailored to their needs. Services include career integration, public visibility management, and lifestyle planning. For families who want operational support without a dedicated office, LBMC's outsourced model provides bill pay, tax compliance, and insurance review at a fraction of internal staffing costs.

Methodology

This list of family offices in Nashville draws from publicly available data including firm websites, regulatory filings, and industry rankings from Forbes and Barron's. Office profiles reflect information current as of early 2026. Firms self-report AUM and AUS figures, and these may represent firm-wide totals rather than Nashville-specific capital. Offices qualified for inclusion based on confirmed Nashville-area operations and explicit family office or equivalent service offerings. Pine Haven Family Office and Brown Brothers Harriman maintain Nashville presences but provided insufficient public data for detailed profiles.