Serving Over 3000 Families Across 46 States

Homrich Berg serves more than 3000 diverse family relationships nationwide in 46 states, managing over $12.5 billion in assets. 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

States of Clients We Currently Serve

states served by Homrich Berg, all states are covered except North and South Dakota and Maine