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About Us

OUR MISSION

Pendleton Square’s mission is to guide generations forward to protect and sustain family legacies.

OUR VISION

Pendleton Square’s vision is to be the premier independent trust company serving families and advisors with a client-centric approach, technical expertise, best-in-class technology, and the advantages of a Tennessee situs.

Values

Trust

Work unceasingly to build enduring relationships focused on integrity and loyalty.

Excellence

Strive to be the best at what we do, always seeking to exceed expectations.

Compassion

Listen to seek understanding, treat others with dignity and respect, and serve with a caring heart.

Collaboration

Pursue innovative solutions through creative teamwork, drawing on each other’s strengths.