Homrich Berg Family Office Services

Homrich Berg Family Office provides the full range of services appropriate for managing the unique complexities of life for our high-net-worth-families. The majority of these services are provided using HB team members, although the firm is always open to working with existing family advisors in each area as appropriate, and has no financial incentive to use any specific firm or service provider.

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