…call 404.264.1400. You can also visit us on the web at HomrichBerg.com. Download this article here. Important Disclosures This article may not be copied, reproduced, or distributed without Homrich Berg’s…
…iCapital. She is active in the community serving on the Investment Committee for two local non-profit organizations, Mercy Care and Community Foundation for Greater Atlanta. Stephanie lives in Dunwoody with…
Home / / Building a Personal Wealth Forecast for Your Family to Help You Establish the Right Investment Management Plan and Navigate All of the Financial Life Events Ahead Wealth…
…more or get help talking to your kids about money basics, please email me at gildea@homrichberg.com. Download a copy of this article here. Important Disclosures This article may not be…
…at death for bequests, or in combination. If you give $2.92 million to your children this year, that leaves $10 million of exemption remaining to make additional gifts or bequests….
…of teamwork and service.” Three Alliance Center is supremely located at the intersection of Georgia 400 and Lenox Road at 3550 Lenox Road, adjacent to the Buckhead MARTA station. The…
…our clients including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $3.8 billion for over 1300 family relationships nationwide. For more information, please visit www.homrichberg.com and www.homrichbergfamilyoffice.com …
…The full list is available at https://www.barrons.com/articles/top-independent-financial-advisors-1536974606. Mr. Berg is the co-founder and Chief Executive Officer of Homrich Berg, a fee-only wealth management firm. Andy is currently a member of…
…economic recovery continuing to extend, and relatively easy lending standards, many companies thought that borrowing for company share buybacks, financing acquisitions, or refinancing old debt was a strategy with little…
…ahead and get one lined up. Your financial advisor, CPA, or business lawyer should be able to refer a qualified M&A advisor. Get a Business Valuation It is often difficult…
“Rather than investing directly in commodities such as gold, oil, or gas, we typically prefer to invest in the equity of companies that might benefit from a rise in the…
…the insurance company directly to determine whether any additional action or documentation is needed. It should be noted, if your partner is insured through your company and you’re fired they…