Welcome to Pendleton Square. We are an independent trust and family office guiding generations forward to protect and sustain wealth and ensure enduring and life-enhancing legacies.
When we set out to create our company, we did what families should do. We listened. We listened to families to deeply understand their needs, their fears, and their dreams.
We wanted to create a customized relationship model. We felt listening was paramount.
At Pendleton Square, we feel we have created that model. Our team is a steward to guide and navigate established estate plans in collaboration with other family advisors, such as investment advisors, attorneys, CPAs, and insurance partners.
There are four cornerstones of the Pendleton Square client experience. The Tennessee Trust Advantage, our Team, our Technology, and our Transparency through independence are the foundation of everything we do. It is through these cornerstone principles that we guide all of our clients.