Wealth Management

Homrich Berg offers a comprehensive approach to asset allocation, diversification and active asset management, taking into account each client's specific goals and risk tolerance and our outlook for capital markets, including domestic and international markets (e.g., stocks, bonds, hedge funds, real estate, commodities and private equity).

Capital is managed in a flexible, personalized style. No two clients' portfolios are identical because of differing financial resources, objectives, tax considerations and tolerance for risk. We report quarterly to our clients on the allocation and performance of their investment capital.

Financial Planning

We provide a detailed analysis of a client's total financial condition. A personalized strategy is designed to achieve the client's wealth management goals. Our financial planning services include the following:

  • Estate Planning
  • Wealth Transfer Strategies
  • Strategic Philanthropy
  • Education Funding
  • Insurance Reviews
  • Income Tax Planning
  • Retirement Planning