Homrich Berg serves more than 3000 diverse family relationships nationwide in 45 states, managing over $13.5 billion in assets as of June 30, 2023. Our client base is primarily made up of corporate executives, entrepreneurs, families, family trusts and foundations, and not-for-profit institutions. Our client retention rate is 98%*. Our clients come to us at various stages in their life – marriage, divorce, inheritance, retirement, sale of a business, becoming a partner, having children, losing a spouse, deciding not to “do it themselves” anymore, you name it – we have a wide range of client relationships and have experience dealing with the unique situations each new client brings to HB.

* Click here to read how we calculate client retention rate.