Homrich Berg serves more than 4500 diverse family relationships nationwide in 48 states, managing over $25 billion in assets as of May 31, 2025. 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.