Atlanta

Guiding Generations, Sustaining Legacies: Family Office Specialists in Atlanta

Request a Consultation

Managing family wealth is complex and requires both specialized knowledge and a tailored approach. Our Atlanta team is committed to guiding families through key family office challenges, including:

A graphic with the text “BARRON’S ADVISOR,” “Top 100 RIA Firms,” and “2025” on a blue background with purple diagonal gradients in the lower right corner.
Dark blue graphic with text: FinancialPlanning 2025 RIA Leaders Top 10 Fee-Only RIA and a blue-green geometric corner design.

To view the methodology of Barron's recognition, which was released on September 12, 2025, please click here. To view the methodology of FinancialPlanning's recognition, which was released on November 18, 2025, please click here. Compensation was not provided to obtain either of these recognitions; HB did purchase the licenses to use both logos.

  • Wealth Preservation: Strategies to safeguard assets across generations.
  • Financial Planning: Customized plans to align with your family’s differentiated goals.
  • Multi-Generational Planning: Establishing governance frameworks that promote clarity and alignment across generations.
  • Investment Oversight: Comprehensive management to help maximize returns while mitigating risks.
  • Tax Optimization: Proactive approaches to minimizing tax burdens.
  • Succession Planning: Guidance to help ensure a smooth transition of wealth and leadership.

Our clients include high-net-worth individuals, multi-generational families, and entrepreneurs who appreciate a collaborative, expert-led approach to managing their financial legacy.

The Atlanta team is focused on providing clarity, confidence, and continuity for future generations.

We provide guidance for a wide range of family office needs and serve as your family office team:

A central blue box labeled Your HB Family Office Team is connected to surrounding boxes labeled CPA, Bank, Family Members, Family Foundations, Business Attorney, Estate Attorney, Insurance Agent, and Bookkeeper.

Meet The Team Who Are Focused on Your Family Office Needs

A man with short gray hair wearing a dark suit, light blue shirt, and blue polka dot tie stands in front of a blurred office background.

Adam Fuller, CFA

Senior Wealth Advisor, Shareholder
A woman with straight, shoulder-length light brown hair is smiling, wearing a black blouse with ruffle details, standing in front of a blurred blue background.

Emily Bentley

Senior Wealth Advisor, Shareholder
A man in a suit with a blue tie smiles at the camera. He has short hair and stands against a blurred blue and green background.

John Taylor, CFP®, CFA

Senior Wealth Advisor, Shareholder
A middle-aged man with a bald head wearing a white dress shirt and dark suit jacket, posing in front of a blurred blue and green background.

Bill Bolen, CFP®, CFA

Senior Wealth Advisor, Shareholder
A smiling man with short, wavy brown hair is wearing a dark suit, white shirt, and light blue patterned tie. He is sitting against a light blue background.

Evan Byers, CFA, CFP®, CAIA

Senior Wealth Advisor, Institutional Investment Strategist, Shareholder
A smiling man in a dark suit and blue tie stands in front of a blurred background. He has short hair and is looking directly at the camera.

Gene Brooks, CFP®

Senior Wealth Advisor, Shareholder
A man in a suit and tie smiles at the camera. The background is blurred, suggesting an office setting.

Ben Riddick, CFP®

Senior Wealth Advisor, Shareholder
A person in a gray pinstripe suit and red tie is smiling at the camera. The background is blurred, showing an office environment.

Billy Levine

Senior Wealth Advisor, Shareholder
A person in a suit and red tie smiles at the camera. The background is blurred, suggesting an office setting.

Frank Waterson, CFP®

Senior Wealth Advisor, Shareholder
A man with short, dark hair and a beard is wearing a blue suit and tie, standing against a blurred blue and gray background. He is smiling slightly and looking directly at the camera.

Alex Arnold

Wealth Advisor
A person with long blonde hair smiles at the camera. They are wearing a white blazer, and the background is softly blurred, suggesting an indoor setting.

Sarah Markwalter, CFA, CFP®

Wealth Advisor
A woman with long brown hair smiles at the camera. She is wearing a black blazer over a patterned top. The background is a blurred gradient of blues and whites.

Charlotte Vidal, CFA, CFP®

Wealth Advisor
Abbey Flaum

Abbey Flaum, J.D., LL.M.

Wealth Strategist, Shareholder
A man wearing glasses and a suit with a blue tie is smiling. The background is blurred, featuring soft lights.

Timothy M. Tallach, J.D., CPA

Director, Advanced Tax Planning & Family Office Services

Fiduciary, Comprehensive, and Personal Wealth Management – Delivered With The HB Wealth Difference

Learn more about how we built HB Wealth to align our services with what you want from a wealth management firm.

*Past performance is not a guarantee of future results for any investment. Private market investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some private market investments while not be allowed to invest in other alternative investments. Private market investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private market investments include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.

Transparent Family Office Service Costs: Tailored to Your Needs

HB Wealth's family office clients (portfolios over $25M) may work with us on a flat fee basis (or a combination of a flat fee and a % of assets under management) linked specifically to the desired level of complex services needed by the family.

Take the Next Step in Managing Your Family’s Legacy

Connect with HB Wealth's family office team in Atlanta

3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326

404.264.1400