Call 404.264.1400

Facebook Twitter LinkedIn Instagram Youtube
  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure
  • Contact
  • Client Login
Homrich Berg Logo
  • About Us
    • The HB Difference
    • 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
        • Private Alternatives
        • Foundations and Nonprofits
        • Family Office
        • Financial Planning Services
          • Wealth Forecast
          • Administrative Services
          • Tax Planning
          • Estate Planning
          • Charitable Planning
          • Retirement Planning
          • Education Planning
          • Insurance Planning
          • Multi-Generational Planning
        • Investment Management
          • Key Investment Principles
          • Private Alternatives
          • Our Investment Expertise
          • Our Investment Process
          • Investment Risk Management
          • Investment Communication
  • 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
Barron's Top 100 RIA Firms 2022

Business Owner

Business Owner

  • Home
  • / Client Stories
  • / Business Owner

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 Wealth Strategist – Family Office

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

Contact Us

Our Locations

BUCKHEAD (HQ)

3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326

Alpharetta

2475 Northwinds Parkway
Suite 100
Alpharetta, GA 30009

Peachtree

3630 Peachtree Road, NE
Suite 940
Atlanta, GA 30326

Sandy Springs

333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328

Palm Beach

3835 PGA Boulevard
Suite 307
Palm Beach Gardens, FL 33410

Homrich Berg Logo
Facebook Twitter LinkedIn Instagram Youtube
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
  • 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
  • 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

© 2023 Copyright - Homrich Berg

  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure