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A man in a suit stands in front of a pink-red gradient background with text discussing whether a multi-family office (MFO) firm can deliver single-family office (SFO) services, featuring a blog by Bill Bolen, CFP®, CFA.
May 21, 2025

How Do You Know If Your MFO Firm Can Really Deliver SFO Services?

A business blog graphic titled Pros And Cons Of A Single-Family Office (SFO) Vs. A Multi-Family Office (MFO) with a photo of a man in a suit against a red background and blog details listed on the left.
May 14, 2025

Pros And Cons Of A Single-Family Office (SFO) Vs. A Multi-Family Offices (MFO)

A professional man in a suit is shown on the right. The text on a red gradient background discusses considerations for starting a single-family office, promoting a blog by Bill Bolen, CFP, CFA, HB Principal.
May 7, 2025

Should I Have My Own Single-Family Office? What NOT To Consider For That Decision

A business professional in a suit stands against a gradient burgundy background with text explaining the differences between single-family offices and multi-family offices for managing family wealth.
April 30, 2025

What Is A Single-Family Office Vs. A Multi-Family Office?

A professional man in a suit stands against a maroon background with white text describing the role of family offices in managing wealth, philanthropy, and educating the next generation. The blog is by Bill Bolen, CFP, CFA, HB Principal.
April 23, 2025

What Is A Family Office?

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

A person in a blue shirt creates a protective gesture with their hands above a cut-out silhouette of a family with two adults and two children on a wooden table.
December 6, 2022

It’s All Relative; Family Matters in Business Succession

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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 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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