Who Is Homrich Berg Family Office?

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.  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.

Key details to remember about Homrich Berg Family Office:

  • Homrich Berg Family Office is a special service division of Homrich Berg
  • Serving select families with high net worth who value additional service beyond investment counsel and financial planning
  • Combining the expertise of the entire firm with special expertise of professionals with true family office experience
  • Delivering the wide range of customized services and personal attention of an independent family office
  • Achieving cost savings relative to a single family office while providing access to an even greater level of expertise and resources
  • Giving our client families comfort and confidence about their financial future and the comfort and ease of a stress-free lifestyle with HB as the coach of their family team