Find out more about these investment professionals on FINRA'S BrokerCheck >
1600 West End Ave, Suite 1100, Nashville, TN
Discover a family dedicated to serving the needs of wealthy families.
The most successful families pass along values through stories and traditions. Read about ours in an article entitled “Family Tradition” in Georgia Magazine, The magazine of The University of Georgia.
Malcolm H. Liles was recognized by The Financial Times as one of their “FT Top 400 Advisers” in 2020. This is the fourth time he has been honored by The FT.
William N. Liles, CFA, CFP®, CIMA® was recognized by InvestmentNews’ as a member of their 2021 class of “40 Under 40.”
Clients we counsel include:
Wealthy individuals & families Corporate executives & directors Entrepreneurs & business owners Entertainers & athletes Surviving spouses & children
Institutions Qualified & non-qualified retirement plans Foundations & endowments Family offices & businesses
For over 35 years, our multi-generational practice has partnered with a select number of clients to address their comprehensive financial planning and investment advisory goals
Families with substantial wealth often have complex needs. Our team takes a collaborative approach to deliver an integrated solution that simplifies even the most complicated situation.