This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.
Below three multi-family offices based in Georgia will be discussed. All of the multi-family offices can be found on our list of the largest US multi-family offices based in the US.
1. Crescent Wealth Advisory
Established in 2003 by Tim Wyrobek and Jeff Taylor, the group is a specialist in asset protection and asset management competencies. Crescent provides financial services to high-net individuals and wealthy families. Their services include personal finance management, insurance assessment, wealth transfer, philanthropic interests, and trust administration.
2. Patton Albertson & Miller
Patton Albertson & Miller is a registered investment advisor which serves some of the most affluent families in the US. The Atlanta-based group exclusively targets families that have over $1m or more to invest. Patton offers a host of services including investment management, estate planning, tax planning, cash flow management, and risk management.
3. Homrich Berg
Homrich Berg is a large-scale independent wealth management firm that has a dedicated multi-family office division. Overall, the group manages over $11bn for approximately 2600 clients across the US. Homrich pride itself on providing a single-family office service on a multi-family office scale.
Image Source: Jason Goodman (06.03.2023)