Partnering with Advisors,
Building Lasting Legacies

Recognized as one of the most advisor-friendly trust companies by The Wealth Advisor, more than half of Magnolia’s clients have been referred by wealth advisors.

The Difference

What makes our advisory partners confident in putting Magnolia in front of their clients?

Our Tennessee situs is sought after by planners and advisors.

Independence

Magnolia is an independent fiduciary

We only provide trust administrative services, allowing us to partner with many wealth advisory relationships and work effectively with families who have a pre-existing investment management relationship.

Magnolia was founded on and fosters an advisor friendly culture of serving clients. Our most successful relationships are those where we can collaborate and coordinate with the client’s other advisors (investment, legal, tax, estate planning and financial planning) to deliver a more efficient and effective result.

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