One of the 50 largest registered investment advisor firms in the country, Homrich Berg was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base in metro Atlanta and now have 35 principals and more than 170 employees.

When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future.

In this webinar, Abbey Flaum, Managing Director – Family Wealth Strategist at Homrich Berg will share her insights on these parallels and a few tips for business succession.

Overall, succession planning is an important part of ensuring the long-term success and sustainability of a business, particularly for family-owned businesses that have a unique set of challenges and considerations. A well-planned succession strategy can help ensure that the business is well-positioned to thrive for years to come.

Transitioning a family business to younger generations can unmask strengths and weakness that can ultimately result is the success or failure of the business.

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