Atlanta

Guiding Generations, Sustaining Legacies:
Family Office Specialists in Atlanta

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Managing family wealth is complex and requires both specialized knowledge and a tailored approach. Our Atlanta team is committed to guiding families through key family office challenges, including:

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  • Wealth Preservation: Strategies to safeguard assets across generations.
  • Financial Planning: Customized plans to align with your family’s differentiated goals.
  • Investment Oversight: Comprehensive management to help maximize returns while mitigating risks.
  • Tax Optimization: Proactive approaches to minimizing tax burdens.
  • Succession Planning: Guidance to help ensure a smooth transition of wealth and leadership.

Managing family wealth is complex and requires both specialized knowledge and a tailored approach. Our Atlanta team is committed to guiding families through key family office challenges, including:

  • Wealth Preservation: Strategies to safeguard assets across generations.
  • Financial Planning: Customized plans to align with your family’s differentiated goals.
  • Investment Oversight: Comprehensive management to help maximize returns while mitigating risks.
  • Tax Optimization: Proactive approaches to minimizing tax burdens.
  • Succession Planning: Guidance to help ensure a smooth transition of wealth and leadership.
Navy blue background with the text Barrons Advisor in white and orange at the top. Below, white text reads Top 100 RIA Firms 2024 with a purple gradient design in the bottom right corner.
Text logo reading Financial Planning 2024 RIA Leaders Top 10 Fee-Only RIA with a geometric design in dark blue and teal.

To view the methodology of Barron’s recognition which was released on September 13, 2024, please click here. To view the methodology of FinancialPlanning’s recognition, which was released on November 26, 2024, please click here. Compensation was not provided to obtain either of these recognitions; HB did purchase the licenses to use both logos.

Our clients include high-net-worth individuals, multi-generational families, and entrepreneurs who appreciate a collaborative, expert-led approach to managing their financial legacy.

The Atlanta team is focused on providing clarity, confidence, and continuity for future generations.

We provide guidance for a wide range of family office needs and serve as your family office team:

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Meet The Team Who Are Focused on Your Family Office Needs

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Adam Fuller, CFA, CFP®

Principal
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Emily Bentley

Principal
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John Taylor, CFP®, CFA

Principal
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Bill Bolen, CFP®, CFA

Principal
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Evan Byers, CFA, CFP®, CAIA

Principal
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Gene Brooks, CFP®

Principal
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Ben Riddick, CFP®

Principal
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Billy Levine

Principal
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Frank Waterson, CFP®

Principal
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Alex Arnold

Director
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Sarah Markwalter, CFA, CFP®

Director
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Charlotte Vidal, CFA, CFP®

Director
Abbey Flaum

Abbey Flaum, J.D., LL.M.

Principal & Family Wealth Strategist
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Timothy M. Tallach, J.D., CPA

Director of Advanced Tax Planning and Family Office Services

Fiduciary, Comprehensive, and Personal Wealth Management – Delivered With The HB Difference

Learn more about how we built HB to align our services with what you want from a wealth management firm.

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Fiduciary

"I want an advisor who is acting in my best interest at all times, period."

We founded our firm in 1989 based on this core principle.

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Expertise

"I want real knowledge on my financial team, not salespeople pretending to be advisors."

The majority of our client service professionals hold or are seeking the CFP® and/or CFA designations.

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Alternatives

"I want more than just plain vanilla stocks and bonds in a portfolio personalized for me."

Our investment experts source and analyze compelling private alternative investments to target improved long term performance in combination with our traditional investments.

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Comprehensive

"I want someone to help handle everything in my financial life, saving me time and money."

We serve as your family CFO, handling your investments and planning issues big and small.

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Technology

"I want the latest technology to make my life easier."

We have invested in industry-leading financial planning and investment reporting software to make meetings simpler and give you easy online 24/7 access.

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Personal

"I want real people advising me now and in the future to help me stay on track."

We believe in high touch service and personal relationships. We serve you with a team of people who are committed to working with you for the long term.

*Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not be allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.

Transparent Family Office Service Costs: Tailored to Your Needs

Our HB Family Office clients (portfolios over $25M) may work with us on a flat fee basis (or a combination of a flat fee and a % of assets under management) linked specifically to the desired level of complex services needed by the family.

Take the Next Step in Managing Your Family’s Legacy
Connect with Our HB Family Office in Atlanta

Address

3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326

Phone

404.264.1400