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We move generations forward. We nurture generations forward. We inspire generations forward. We are Pendleton Square. Pendleton Square is a Tennessee-chartered trust company providing independent, non-investment trustee administration and advisory services to families. We align with the family’s trusted investment advisor, estate planning attorney, and tax advisor resulting in a strategic partnership and conflict-free focus on the unique needs of the family. Pendleton Square's senior team serves as a steward to guide generations forward and provide an unsurpassed client experience. With over 250 years of industry experience, our team has deep expertise in both traditional and non-traditional assets, such as closely-held businesses and real estate. In addition to our core trustee administration, we provide leadership in estate services, private foundation management, family trust company services and select family office services, such as legacy planning and family education for our clients. Tennessee is a leader in progressive trust legislation and one of the top states to establish and maintain a trust, as well as a favored jurisdiction for the formation of a private family trust company. Pendleton Square has offices in Nashville and Chattanooga, as well as representatives in Memphis, Atlanta, and New York City.

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Website http://www.pendletonsquaretrust.com
Revenue $3 million
Funding $150000
Employees 26 (25 on RocketReach)
Founded 2015
Address 35 Music Square East Suite 320, Nashville, Tennessee 37203, US
Phone (615) 515-1200
Fax (888) 515-5580
Technologies
Industry Financial Services, Finance General, Independent, Finance, Public, Trust Company, Family Office
SIC SIC Code 67 Companies, SIC Code 673 Companies
NAICS NAICS Code 52399 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 523991 Companies

Pendleton Square Trust Company Questions

The Pendleton Square Trust Company annual revenue was $3 million in 2024.

Betsy Brown is the CEO of Pendleton Square Trust Company.

25 people are employed at Pendleton Square Trust Company.

Pendleton Square Trust Company is based in Nashville, Tennessee.

The NAICS codes for Pendleton Square Trust Company are [52399, 5239, 52, 523, 523991].

The SIC codes for Pendleton Square Trust Company are [67, 673].

Top Pendleton Square Trust Company Employees

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