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Insights and News

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Image of a smiling woman in a professional headshot with text above asking about will inclusions. Below her image, it states her name, credentials, and title, along with the Homrich Berg logo and Wealth Management.
November 6, 2023

Do You Know What Can Be Included In Your Will?

Image of a professional woman smiling, with text above asking Why do I need an estate planning team? Beneath her photo, the text reads Abbey Flaum, J.D., LL.M. Managing Director - Family Wealth Strategist, followed by the Homrich Berg logo.
October 11, 2023

Why Do I Need An Estate Planning Team?

Image of a professional presentation slide with the title Why Prenups Are Not Always a Bad Thing. It features a portrait of Abbey Flaum, J.D., L.L.M., Managing Director - Family Wealth Strategist, and the Homrich Berg logo at the bottom.
September 13, 2023

Why Prenups Are Not Always A Bad Thing

A stack of blank white paper held together with a black binder clip sits on a wooden desk. A black fountain pen with its cap off is placed beside the paper.
August 30, 2023

Avoid Leaving Behind The Proverbial Mess; Information To Assemble For Your Loved Ones Now For After You’re Gone

Slide with the title What is a Professional Trustee - and Who Needs One Anyway? featuring an image of a woman with brown hair. Below is text: Abbey Flaum, J.D., LL.M. Managing Director - Family Wealth Strategist, Homrich Berg Wealth Management.
August 16, 2023

What Is A Professional Trustee – And Who Needs One Anyway?

Banner for Homrich Berg Wealth Management featuring a portrait of a woman. Text: DO YOU KNOW WHAT CAN BE INCLUDED IN YOUR WILL? Below: Abbey Flaum, J.D., LL.M. Managing Director - Family Wealth Strategist.
August 8, 2023

Do You Know What Can Be Included In Your Will?

Three people sit around a table engaged in discussion. One person holds a tablet, another holds a pen, and a laptop is open on the table. They appear focused on their conversation in an office setting.
July 31, 2023

Advanced Health Care Planning: Why It Cannot Wait Until Tomorrow

Image with the text What is a Revocable Trust? and a circular photo of a woman. Below, it reads: Abbey Flaum, J.D., LL.M. Managing Director - Family Wealth Strategist. Logos for Homrich Berg Wealth Management are shown.
July 10, 2023

What Is A Revocable Trust?

An advertisement titled Its Time to Consider Your Health Care Wishes features a portrait of a smiling woman, identified as Abbey Flaum, J.D., LL.M., Managing Director - Family Wealth Strategist at Homrich Berg Wealth Management.
June 27, 2023

It’s Time To Consider Your Health Care Wishes

An elderly couple is sitting at a table with a woman. The man is signing a document while the woman holds papers. A laptop is open on the table, and shelves filled with books are in the background.
May 24, 2023

The Power Of Attorney; Managing Life’s Business When You Cannot

Image featuring the text Why You Need a Financial Power of Attorney. Below is a circular photo of a woman. The text beneath reads, Abbey Flaum, J.D., LL.M. Managing Director - Family Wealth Strategist. The bottom includes Homrich Berg Wealth Management with a logo.
May 11, 2023

Why You Need A Financial Power Of Attorney

Image with text: WHAT IS INCLUDED IN YOUR ESTATE? A photo of a smiling woman. Below, it reads: Abbey Flaum, J.D., LL.M. Managing Director - Family Wealth Strategist. Logos for LB and Homrich Berg Wealth Management appear at the bottom.
May 5, 2023

What Is Included In Your Estate?

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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

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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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