Clarity Family Office

Overview

The firm provides planning, ideas and services centered on clients’ wants and needs.¹ It calls its target clients Everpreneurs™, meaning entrepreneurial families that build, acquire, grow and reinvest across businesses and opportunities.¹ These families are described as valuing control, remaining involved in decisions and planning beyond a single exit or liquidity event.¹

History

The available firm materials describe Clarity Family Office through its work with Everpreneur™ families and its family office support services.¹²³

Leadership

The firm lists Hal Brown as Founder and Logan Vandergriff as CEO.² Ina Longobardo is listed as CPA and Consultant, while Emma Otting is Office Administrator.² Chris Albert serves as Director of Family Office Development & Partnerships.² Trevor Evett is Director of Family Office Services & Risk Management.² Camille Brown is listed as Family Office Support Staff.² Wells Guthrie is Director of Family Office Projects & Services.² Colin Longworth is Director of Sports & Entertainment.²

Services

Clarity Family Office lists income tax and capital gains tax reduction, capital growth and protection, generational wealth transfer, philanthropic planning, charitable strategies, and business exit, liquidity and transition planning.³ Its services also include family office administration and consultation, life insurance planning and implementation, bookkeeping and reporting, trust and estate management, and entity, trust and asset protection planning.³

The firm lists investment oversight and balance sheet reporting, capital and banking solutions, portfolio company structuring and oversight, and entity and trust governance support.³ Additional services include private equity and public market readiness planning, property and casualty insurance reviews, risk management, and adviser coordination and implementation oversight.³

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client focus

Clarity Family Office states that it serves first and second generation Everpreneur™ families.² It says these families seek to create, protect and transfer a multigenerational legacy through planning, structuring and stewardship.¹ The firm’s mission is to help Everpreneur™ families reduce taxes, increase philanthropy, protect assets and grow generational wealth.²

Investment philosophy and approach

The firm says family priorities guide its strategic planning, ideas and value based services.² Its example planning process begins by learning each family’s facts and circumstances.² One example involves building a tax efficient wealth transfer model addressing active income, passive income and sales of appreciated assets.² The firm says this model aims to keep assets outside the taxable estate while retaining client and heir control and use.² It describes an ongoing role for a dedicated team supporting planning and management involving families, businesses and pursuits.²

Its stated vision describes a dedicated team for consultation, planning, implementation and management involving income tax and capital gains tax matters, wealth transfer, asset protection and family office support.² The firm lists these core values: Clear Communication, Loyal Relationships, Authentic Collaboration, Resourcefulness, Inspire Creativity, Trustworthy, and Yield to Innovation.²

FAQs

Related resources

• LocationMultifamily offices in Tennessee

  The Multifamily offices in TN page gives a regional view of firms serving wealthy families and business owners. It can help readers compare the kinds of tax planning, governance, investment, administration, and insurance support they may seek when evaluating Clarity Family Office in Tennessee.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain-language guides on wills, trusts, and estate planning decisions. A family considering Clarity Family Office can use these materials to identify questions about succession, taxes, charitable giving, and family education before discussing broader planning needs.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Business owners considering Clarity Family Office can use it to think through governance, ownership transitions, family roles, philanthropy, and the administrative work that often accompanies operating and preserving a family enterprise.

• GuideWhen does a family need its own office

  The page on when a family needs its own office outlines situations that may call for dedicated coordination. It can help readers assess whether complex investments, multiple entities, family education, bill payment, risk planning, or philanthropic activity justify exploring a family office model.

• Similar firmsSoutheastern Trust Company
  Steel Grove
  Tranquility Partners LLC

  Profiles of Southeastern Trust Company, Steel Grove, and Tranquility Partners LLC provide additional points of comparison on MultifamilyOffices.com. Readers can review how other firms describe trust, planning, investment, or family services when considering which type of adviser fits their family's needs and location.

Sources

1. Clarity Family Office home accessed 2026-10-23.
2. Clarity Family Office About Us accessed 2026-10-23.
3. Clarity Family Office Family Office Services accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.