Serving Over 3000 Families Across 45 States
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.
Homrich Berg’s Geographical Reach
HB serves over 3,000 family relationships
Assets Under Management as of June 30, 2023
Age Range of Our Clients