Benefits for Your Family
The biggest benefit for our families is the simplification of the complex life that comes with being blessed with resources and opportunities. You no longer have to attempt to pull it all together yourself or wonder if someone is making sure that all of the balls in the air are being managed. Homrich Berg Family Office becomes your head coach and quarterback for your family team, working with the various advisors that are already part of your life.
Client benefits of Homrich Berg Family Office include:
- Peace of mind of knowing that a professional team is working for you every day, and is monitored for compliance and controls at the highest standards
- Time to enjoy your life instead of managing a staff of family office employees or advisors directly
- Comfort in knowing that the HB team is working for you — not selling products, not trying to steer you to certain investments for firm benefit, just solely looking out for your best interest
- A comprehensive view of the total picture instead of trying to assemble a bunch of different reports from various advisors
- Ability to step back and focus on your goals and desires and communicate them for implementation instead of getting focused only on the details
- Comfort in knowing that the family is able to access the wide range of special investment opportunities only available to high net worth families
Homrich Berg Family Office simplifies your life...
- Brokerage accounts
- Hedge funds
- Private equity funds
- Separately managed accounts
- Tax accountant reports
- Related foundations or trusts
- K-1s
- Illiquid investment updates
- Real estate
- Stock options
- Insurance agents
- Investment advisors
- Family budgets and expense data
- Insurance policies
- Credit card statements
- Bills sent to the house
- Accountants
- Mutual funds
- Retirement accounts
- Lawyers
- Company stock
- Boats and planes
- Other Income Reports
- Personal property
- Family business income and reports
- Family foundations
- College 529 savings plan
- And the list goes on....