Homrich Berg is proud to be named #6 of Atlanta’s 25 Largest Money Managers by the Atlanta Business Chronicle! To learn more and read about the methodology, click here: https://www.bizjournals.com/atlanta/subscriber-only/2024/08/16/atlantas-25-largest-money-managers.html
No compensation was provided to be included in this list.
A common concern addressed during client meetings this past year was “How do I protect…
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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.
Past performance is not a guarantee of future results for any investment. Private alternative 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 alternative investments while not being allowed to invest in other alternative investments. Alternative 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 alternatives 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.
Life Changes. So Did The Law: What the One Big Beautiful Bill Act Means for Your Estate Plan
Ever since the passage of the “Tax Cuts and Jobs Act” (TCJA) in 2017, taxpayers,…
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