A Comprehensive Guide to Family Offices
Navigating the Complexities of Multi-Generational Wealth
Managing family wealth across generations requires more than investment advice — it takes structure, strategy, and stewardship.
Download this exclusive guide to explore how Single-Family, Multi-Family, and Hybrid structures work, what services they provide, and key considerations for building a strategy that aligns with your family's goals.
Inside the Guide
- The evolution and purpose of family offices
- Core services and coordinated planning functions
- Comparison of Single-Family, Multi-Family, and Hybrid structures
- How much wealth is typically needed before considering a Family Office structure
- Key considerations when deciding which structure fits your needs
- Governance, education, and philanthropy across generations
- What distinguishes a true Multi-Family Office provider
Download the Guide
Why HB Wealth
Built for Complex Families
For more than 35 years, HB Wealth has advised multi-generational families through every stage of their financial journey.
Independent & Fiduciary
We are a fee-only firm, providing objective advice focused solely on our clients’ best interests.
Specialized Expertise
Our Family Office Services combine private market expertise, estate and trust guidance, philanthropy, generational guidance and family governance, administrative services, and consolidated reporting under one cohesive strategy.
Why Family Offices Matter
Family offices bring together every dimension of wealth management — from investments and tax strategy to governance and education — into one integrated structure.
Whether your family is considering creating its own office or exploring a multi-family approach, this e-book provides a framework to help you make informed, strategic decisions.
Key Questions to Consider
• What are the most important goals our family office should achieve — control, privacy, simplicity, or continuity?
• Are we seeking complete independence, or does a shared-resource model better fit our needs?
• How do we want to balance cost, complexity, and the desire for customization?
• Are there overlaps between our family business and our family’s personal financial management that need to be separated?
• How can we build a structure that preserves our family’s values — not just our assets — over generations?
About HB Wealth
Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta and operates out of 12 offices across six states, managing over $29 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated.
Data is as of December 31, 2025
This material is for informational purposes only and does not constitute legal, tax, or investment advice. The decision to establish or engage a family office involves complex considerations that should be discussed with qualified professionals.