Green Square Wealth Management

Overview

Green Square Wealth Management serves more than 100 families, institutions, and endowments across the United States. The firm reports managing more than $5 billion in client assets; its website dates this figure to May 28, 2025.¹²

History

Green Square was founded in 2001 by Darrell Horn, a former Goldman Sachs investment-management professional.³

Timeline

1. 2001Green Square was founded in 2001 by Darrell Horn, a former Goldman Sachs investment-management professional.
2. 2025The firm reports managing more than $5 billion in client assets; its website dates this figure to May 28, 2025.

Leadership

Darrell Horn is Executive Chairman and Principal. Woodson Whitehead, CPA, is Chief Executive Officer and Principal.⁴

Services

The firm provides institutional asset management for endowments, foundations, charities, and post-employment retirement plans, along with family-office support and wealth advisory services.⁵

For family-office clients, Green Square acts as an outsourced chief financial officer and provides support related to tax and estate services, bill payment, and charitable giving. The firm also provides web-based portfolio and expense reporting, including summary reports and detailed analysis by account, strategy, and asset class.⁶¹⁰

What the firm offers

• Investment management
• Tax planning
• Philanthropy
• Administration and bill pay
• Retirement planning

Client Focus

Green Square says most of its clients are entrepreneurs who built or participated in family businesses. It advises them before, during, and after business transitions or exits.⁷

Approach

Green Square describes its investment approach as top-down and global, investing across the capital structure with emphasis on economic fundamentals, cash flow, compounding, and fee awareness. The firm says its investment process is pragmatic, objective, and straightforward, with client education focused on balancing potential returns and possible risks.⁸¹²

The firm reports a strictly fee-based compensation structure and says it works exclusively for clients while coordinating with CPAs, attorneys, and bankers.⁹

Assets

Green Square reports managing more than $5 billion in client assets; its website dates this figure to May 28, 2025.²

FAQs

Related resources

• LocationMultifamily offices in Memphis

  Use this Memphis directory to compare multi-family offices by location, client focus, and services. It can help a family or business owner assess how a Memphis-based provider may fit needs such as investment management, tax planning, retirement planning, philanthropy, and household administration.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com offers guides on capital gains tax and planning options. A reader considering investment management or tax planning can use it to prepare questions about selling appreciated assets, portfolio decisions, and tax effects for family wealth or business interests.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides directories of family offices and investors across the United States. Families, business owners, and endowments can use these listings to research market participants, identify firms serving comparable clients, and build a broader set of questions before selecting an advisory relationship.

• GuideHow multifamily offices invest

  This MultifamilyOffices.com guide explains common ways multi-family offices invest and organize portfolios. It can help readers compare approaches to investment management, liquidity, diversification, and long-term planning when reviewing options for family wealth or institutional assets.

• Similar firmsSteel Grove
  Clarity Family Office
  Seven Springs Wealth Group

  Profiles of Steel Grove, Clarity Family Office, and Seven Springs Wealth Group offer additional points of comparison. Reviewing their stated services can help a family or business owner think through preferences for investment management, tax planning, philanthropy, retirement planning, and administrative support.

Sources

1. https://greensquareco.com/
2. https://greensquareco.com/who-we-are.html
3. https://greensquareco.com/darrell-horn.html
4. https://greensquareco.com/what-we-do.html
5. https://reports.adviserinfo.sec.gov/reports/ADV/297048/PDF/297048.pdf

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.