ADVISORS EDWARD A. BURGESS PARTNER DANA CUNNINGHAM RELATIONSHIP MANAGER KATHRYN G. DURYEA PARTNER STEPHANIE EDWARDS TRUST & ESTATE ADVISOR JOHN FORD PARTNER BRUCE HENDERSON PARTNER TAYLOR D. HOLLIS PARTNER J. ROSS JAGAR PARTNER CYNTHIA L. JONES PARTNER DARLINDA H. JONES PARTNER JEREMY P. KATH PARTNER CLARKE NORVELL TRUST & ESTATE ADVISOR MATT ROBINSON INVESTMENT ADVISOR M. WICKLIFFE RUEHLING PARTNER M. KIRK SCOBEY, JR. FOUNDER DAVID C. SIMCOX PARTNER EMILY SLATTERY FAMILY OFFICE ADVISOR JOHN C. STEELE PARTNER THOMAS R. STEELE FOUNDER T. RICHARD TRAVIS PARTNER SCOTT D. VAN DUSEN PARTNER KRISTEN WEBB TRUST & ESTATE ADVISOR JACKSON BRYANT INVESTMENT SPECIALIST JOHN C. DALRYMPLE INVESTMENT SPECIALIST PROFESSIONAL QUALIFICATIONS Licensed Attorneys (5) CFA® charterholders (5) Certified Financial Planners™ (4) Certified Trust & Financial Advisors (5) OUR FIRM Philosophy and Culture Equitable Trust Company 4400 Harding Pike, Suite 310, Nashville, Tennessee 37205 615-460-9240 Disclosures and Conditions of Use

FAMILY OFFICE SERVICES Often the most meaningful aspects of a trust relationship are neither legal nor investment related. A family office relationship with Equitable Trust brings with it the highest level of care and service. We take a comprehensive approach to these unique relationships that combine family office services with related asset management. CONSOLIDATE ORGANIZE MANAGE Master custodian, including unique and hard-to-value assets Account aggregation software Investment performance reporting Real estate management Master real estate insurance policy Bill paying Payroll services Tax estimates and return filing Arrange secured loans Arrange care for disabled or elderly family Household management and services Impartial intermediary among beneficiaries REAL ESTATE MANAGEMENT Learn more about real estate management services Equitable Trust Company 4400 Harding Pike, Suite 310, Nashville, Tennessee 37205 615-460-9240 Disclosures and Conditions of Use

ESTATES Equitable Trust assists clients in formulating and implementing their estate plans. The process is one of sharing our knowledge and experience with clients’ other family advisors to develop comprehensive estate and wealth transfer plans reflective of specific goals and vision. We encourage reviews of wills, trust documents and wealth transfer strategies to confirm present intent and consistency with current tax rules, case law and regulation. WEALTH TRANSFER Review will and trusts Wealth allocations among generations Beneficiary designations Family gifting strategies Charitable gifts and bequests Business succession and family involvement transition Education funding Incapacity Advance health care directives Durable powers of attorney Retirement objectives GOALS BASED PLANNING Learn more about goals based financial planning Equitable Trust Company 4400 Harding Pike, Suite 310, Nashville, Tennessee 37205 615-460-9240 Disclosures and Conditions of Use