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Business Owner

Business Owner

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The examples highlight areas where we work with successful business owners and entrepreneurs to help them achieve their goals.

Pre-Sale Strategies

Working with attorneys and CPAs to build a game plan before the successful business sale to achieve estate, ownership, and tax goals with careful planning.

Wealth Forecasts

Building a long-term cash flow forecast to guide the client’s investment and spending strategies given their new level of wealth.

Charitable Planning

Guiding the family regarding different options for how to structure their charitable giving and engage the extended family in this potentially new effort.

Asset Protection

Building the right combination of asset protection strategies working with insurance agents and estate attorneys to achieve this important goal.

Investment Strategy

Developing a personalized portfolio allocation that targets an income distribution level aligned with lifestyle needs but still maintains room for the client to pursue new ventures or interesting higher risk investments.

Read more about Business Succession in a blog written by our HB Family Office - Family Wealth Strategist

Are You a Business Owner Who Needs Help Reaching Your Goals?

Contact Us

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Homrich Berg Logo
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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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