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        • Individuals and Families
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          Individuals and Families
          Individuals and Families

          We are privileged to serve families across 48 states with their wealth management needs including comprehensive advice, financial planning, and investment management, all with a mission of providing unwavering financial peace of mind.*

          *As of June 30, 2026

          See How We Help Individuals and Families
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          Business Owners and Entrepreneurs
          Business Owners and Entrepreneurs

          We work with successful business owners to help them navigate pre-sale planning, post-sale investing, asset protection, charitable giving, and long-term wealth forecasting to align financial strategies with lifestyle goals.

          See How We Help Business Owners and Entrepreneurs
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          Corporate Executives
          Corporate Executives

          We develop custom strategies for executives with concentrated stock and options complexities, including tax planning, cash-flow modeling, executive benefit optimization, retirement planning, and advisor coordination to free up time while aligning corporate and personal goals.

          See How We Help Corporate Executives
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          Professional Service Practitioners
          Professional Service Practitioners

          We assist attorneys, physicians, consultants, CPAs, and other professionals with ongoing wealth planning, creating customized portfolios, and coordinating with trusted advisors to navigate and manage complex wealth and professional transitions.

          See How We Help Professional Service Practitioners
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          Female Wealth Creators
          Female Wealth Creators

          We support women building and managing wealth with personalized planning, tailored investment strategies, coordinated tax and retirement guidance, and long-term legacy planning designed to reflect their goals and values.

          See How We Help Female Wealth Creators
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          Suddenly Single Individuals
          Suddenly Single Individuals

          We support individuals navigating divorce or loss by organizing finances, setting goals, building advisor teams, reviewing legal documents, and fostering connections to offer clarity and community amidst major life transitions.

          See How We Help Suddenly Single Individuals
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          Multi-Generational Families
          Multi-Generational Families

          We work with multi-generational families beyond planning and investing to include consolidated reporting, entity structuring, administrative support, family education, insurance reviews, and independent due diligence tailored to each family’s unique needs.

          See How We Help Multi-Generational Families
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          Institutions
          Institutions

          We provide tailored investment management services to select corporations, endowments, foundations, and nonprofits through an Outsourced Chief Investment Officer (OCIO) model designed to alleviate ongoing investment management tasks so your team can focus on fulfilling your organization’s mission.

          See How We Help Institutions
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        • Individuals and Families
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        • Professional Service Practitioners
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Investment Insights

Investment Insights

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Tall electricity pylons with power lines stretch across a green field under a blue sky with scattered clouds; trees and distant mountains are visible in the background.

Bubbles and Breakthroughs: How Should Investors Respond?

This article is the fourth and final installment in our four-part series examining artificial intelligence…

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Modern glass office building viewed from a low angle against a blue sky with light clouds, showing reflective windows and sleek architectural lines.

Labor Markets and the Future of Work

This is the third installment in our four-part series examining artificial intelligence (AI) through a…

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A utility pole with multiple power lines extending outward, set against a blue sky with scattered clouds.

Technological Revolutions, Fast and Slow

This article is the second installment in our four-part series examining artificial intelligence through a…

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High-voltage power lines and pylons stretch across a green field at sunset, with sunlight shining through scattered clouds in the sky. Trees are visible in the background.

AI Revolutions: Breakthroughs, Hype Cycles, and the Long Arc of Innovation

This is the first of four pieces on artificial intelligence (AI) viewed through a wide-angle…

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Tall electricity pylons stand in a row across a green field, with power lines stretching into the distance under an orange sky at sunset. Trees and distant vegetation are visible in the background.

The Great AI Buildout: Boom, Bubble, or Both?

The rush to build out AI infrastructure is changing how big companies spend money, and…

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Washington, D.C. skyline at sunrise with the Washington Monument, Lincoln Memorial, and Capitol building shrouded in a pinkish haze, and trees in the foreground.

Is It Finally Happening Here? The U.S. Fiscal Mess and Investor Implications

This piece explores the growing concerns around U.S. government debt, drawing on Ray Dalio’s “Big…

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Aerial view of an industrial area with factories, warehouses, and smokestacks under a blue sky with wispy clouds. Roads separate the buildings, and some smoke can be seen rising in the distance.

Alternatives: Time for a Rethink?

A $17 trillion boom in alternative assets (“alts”) opens the floodgates of the asset management…

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A futuristic digital illustration depicting glowing orange and yellow bar graphs on a dark blue background with abstract lines and dots. The image suggests data visualization, analytics, and technology concepts.

Our Approach to Private Alternatives

Private alternatives have been a key part of Homrich Berg’s investment philosophy for over 25…

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Close-up of a computer screen displaying the Nasdaq website with its logo in focus through a magnifying glass. In the background, blurred stock market graphs and charts are visible.

An Alternative Fund Solution for RIAs

Private alts are a great way for investors and advisors to add diversity to a…

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A person in a suit is drawing with a glowing pen on a digital screen, displaying a financial candlestick chart with rising data points. The background shows a cityscape, symbolizing growth and investment strategies.

What are Private Alts and How Can Investors Access This Asset Class?

What are private alts and how can investors access this asset class? Dan Ziznewski, CFA…

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Three people collaborate around a table with financial documents and charts. One holds a tablet displaying graphs, another takes notes in a notebook, and a pair of glasses rests on the table. The scene conveys a business meeting atmosphere.

Advisors Turn to Alts In Rocky 2020

Stephanie Lang, CFA spoke with Citywire RIA Magazine about how alternatives have been a reliable…

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A close-up of a United States Treasury check is surrounded by various denominations of U.S. currency, including several one hundred dollar bills featuring Benjamin Franklin. The check displays the Statue of Liberty.

HB Perspective: Stimulus Helping To Fuel Lofty Stock Valuations

By Ross Bramwell 06/08/20 The Fed’s actions are a combination of lessons learned from the…

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Ross Bramwell

Maturing Corporate Debt

By: Ross Bramwell 02/27/2019 It appears homeowners have learned from the great recession about not…

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William Bolen

The Rise of China

By: Bill Bolen 02/22/2019 As we post this on the blog we are in the…

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