Truxton

Truxton's family office services support high-net-worth and ultra-high-net-worth individuals, families, and business owners. Its wealth team provides guidance across taxes, investments, estates, trusts, philanthropy, retirement, and related financial needs. Services include investment management, portfolio transition, risk management, wealth transfer strategy, retirement strategy, philanthropic planning, and trustee and executor services. Truxton also provides private banking, creative lending solutions, and personalized depository services. Through Capital Advisors, the firm offers family-owned businesses consultative services and investment banking strategies for their capital needs. Additional support includes cash flow forecasting, family education and governance, bill pay, concierge services, and assistance with life events. Truxton is based in Nashville, United States.