Family Office Wealth Management Services

This listing presents a Family Office based in Atlanta, GA, specializing in comprehensive wealth management. The business offers an integrated suite of services designed to manage a family's financial affairs holistically, encompassing investments, merchant banking, tax planning, property management, and trust services. The core mission is to promote and preserve the unique identity and values of each client family. While specific financial figures are not provided, the business highlights its licensing with FINRA and SEC, and certifications like Series 7 - 66, indicating a regulated and professional operation. The geographic markets served extend globally to the Americas, Europe, Asia, and the Middle East.