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About
Rob Lineberger serves as a Principal at Diversified Trust Company in Nashville, TN, where he is a key resource for the firm's estate, tax, and business planning, as well as probate administration. His current responsibilities include overseeing complex trust structures, advising on wealth transfer strategies, and guiding clients through multifaceted investment matters with an emphasis on trust and estate services.
Lineberger's sector expertise centers on estate planning, taxation, and fiduciary investment management, with additional focus on business succession and probate administration for high-net-worth individuals and family offices. He supports diversified client portfolios and tailored investment strategies that span public and private markets, with an emphasis on legal and regulatory compliance in wealth management.
Before joining Diversified Trust in 2000, Lineberger was a Partner at Miller & Martin PLLC, specializing in tax, probate, and estate planning, and previously practiced as an attorney at Watkins & McNeilly. He holds an LLM in Taxation from the University of Florida, a JD from The University of Memphis—Cecil C. Humphreys School of Law, and a bachelor’s degree in history from Auburn University.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust Company | Principal | Oct 2000 to Present | Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Our clients include individuals, multi-gen... |
| Miller & Martin PLLC | Partner | Jan 1995 to Sep 2000 | — |
| Watkins& McNeilly | Attorney | Aug 1989 to Jan 1995 | — |
Education
University of Florida
Master of Laws (LLM), Taxation
1989 — 1990
The University of Memphis—Cecil C. Humphreys School of Law
Doctor of Law (JD), Law
1986 — 1989
Auburn University
Bachelor's degree, History
1981 — 1985
Skills & Expertise
Others at Diversified Trust Co. (42)
| Name | Role | Location |
|---|---|---|
| Principal | SC , United States | |
B Ben Hanson | Senior Associate | Winston-Salem, NC , United States |
B Bill Spitz | Principal | Nashville, TN , United States |
B Brad Crawford | Principal | Memphis, TN , United States |
| Principal | Nashville, TN , United States | |
| Principal | Nashville, TN , United States | |
| Senior Vice President, Portfolio Manager | Atlanta, GA , United States | |
C Cynthia Legette | Principal | SC , United States |
| Principal | Nashville, TN , United States | |
| Principal | Memphis, TN , United States |
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