Homrich Berg Family Office

Offering the full range of family office investment, planning, and lifestyle advisory and management services to select high-net worth-families.

Homrich Berg Family Office is a division of Homrich Berg (www.homrichberg.com), an independent wealth management firm based in Atlanta that serves select clients throughout the country. HB offers objective, fee-only investment counsel and financial planning, using the resources found in a large firm while giving clients the personal attention expected from a smaller firm.

Homrich Berg Family Office takes our traditional service to the next level, providing select families with a comprehensive range of services to manage their financial life across generations.  Our families enjoy the peace of mind and time to enjoy their life based on knowing that we are leading their team every day to achieve their unique goals.

Families can choose to use all or some of the services provided based on their needs. The chart below provides a high level view of these services, and you can learn more about each service by clicking on its name:

Family Office Benefits Financial Planning Estate Planning Lifestyle & Asset Management Family Governance Philanthropy Risk Management Administrative Services and Reporting Tax Planning Investment Management

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