Taking Our Traditional Service To The Next Level, Providing Select Families With A Comprehensive Range Of Services To Manage Their Financial Life Across Generations
The Homrich Berg Family Office division’s goal for family office clients is the simplification of the complex life that comes with being blessed with resources and opportunities. You no longer have to attempt to pull it all together yourself or wonder if someone is making sure that all of the balls in the air are being managed. Homrich Berg Family Office becomes the leader for your family team, working with the various advisors and family staff that are already part of your life. We have specialized expert teams who have managed family offices and worked with family office clients for many years. Even as we utilize this expertise we know that each family office client is unique and we personalize the services and relationship to fit your needs.
Key advantages of working with HB Family Office include:
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- Financial Planning
- Investment Management
- Estate Planning
- Tax Planning
- Lifestyle & Asset Mgt
- Admin Services & Reporting
- Family Governance
- Risk Management
- Philanthropy