Homrich Berg

Also known as HBFO

Multi Family Office (MFO)Atlanta, United StatesFounded 1989
$5.0B
Assets Under Management
Atlanta
Headquarters

About Homrich Berg

Homrich Berg Family Office (HBFO) is a multi-family office based in Atlanta, Georgia. The firm provides individualized advice and counseling in the preservation, growth, and administration of wealth for high-net-worth individuals and families. HBFO is a division of Homrich Berg, an independent wealth management firm based in Atlanta that serves select clients throughout the country. Serving over 1500 families and managing over $5 billion of assets with our fee-only fiduciary comprehensive wealth management approach since 1989.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionReal Assets & Natural Resources - GeneralReal Estate - General

Preferred Sectors & Themes

Capital MarketsFund of FundsConservative AllocationEquity SecuritiesInvestment ManagementMulti-Asset InvestingEquity/Mutual FundsOptions TradingCharitable InvestmentsRetirement PlanningDiversified Finance ConsultingLegal & Tax ServicesTrust ManagementWealth & Estate PlanningFinanceTraditional Investments (Liquid Assets)Financial ServicesHigh-Level Sectors

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Homrich Berg?

Homrich Berg is a multi family office (mfo) based in Atlanta, United States, managing approximately $5.0B in assets.

Where is Homrich Berg headquartered?

Homrich Berg is headquartered in Atlanta, United States.

How much does Homrich Berg manage?

Homrich Berg manages approximately $5.0B in assets under management.

When was Homrich Berg founded?

Homrich Berg was founded in 1989.

What does Homrich Berg invest in?

Homrich Berg focuses on Buyout, Private Equity, Growth/Expansion, Real Assets & Natural Resources - General, Real Estate - General, Capital Markets, Fund of Funds, Conservative Allocation.

How can I contact Homrich Berg?

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