fall walkway vertical

We are not for everyone! Founded as a privately held firm in 2007, our intent is to remain private and dedicated to one thing – serving our clients. Our Atlanta-based multi-family office serves wealthy individuals across the nation. We are proud of our relationships with families that span decades.

With more than $6 billion in assets under management, we have meaningful access to differentiated investments, particularly within the private markets, where our clients have committed over $1 billion of capital. Our size allows us to remain nimble, responsive, and opportunistic. Our team has the experience, entrepreneurial spirit, and the long-term vision required to manage and build wealth, making us a trusted partner to our families.

We are skilled in the areas of tax and estate planning, retirement planning, family office services, philanthropic administration and giving, asset protection, and general business consulting. We offer strategic guidance with a thoughtful approach that aligns with our client’s values, ensuring their wealth is managed with care and purpose for generations to come.

A boat is in the water with trees on it.