About Us

Homrich Berg Family Office is a division of Homrich Berg, 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 and ultimately provide the family with the peace of mind and time to enjoy their life based on knowing that HB Family Office is leading their team every day to achieve their unique goals.

Our History

Homrich Berg was founded in 1989 in Atlanta by Andy Berg and David Homrich to fill a growing need in the financial services industry — individualized and objective wealth management services for high-net-worth families, individuals and not-for-profit organizations. With a core belief that investors deserve conflict-free advice, HB was formed to provide comprehensive financial planning and investment advisory services on an independent, fee-only basis.

Understanding that trust, integrity and confidentiality are essential in providing clear counsel to affluent individuals, HB has worked diligently to create a comfortable environment for its clients.  In spring 2008, HB opened its second office in Atlanta to accommodate its growing presence in northern Atlanta communities.

Our Clients

Homrich Berg Family Office serves a limited number of families in order to ensure a high quality of service. The Family Office division has already achieved the scale needed to provide these services cost effectively and can leverage the resources of the entire firm for special expertise as needed.

While Homrich Berg overall serves more than 1300 families and in many cases provides those families many personal services that many firms would characterize as “family office,” we believe that it is appropriate to only selectively add families over time that are desiring true family office services. Our client relationships are always fully confidential unless otherwise authorized by the family to be discussed with advisors or the public.