<\/p>\n
Homrich Berg\u2019s President Thomas M. Carroll and Abbey Flaum, Managing Director, Family Wealth, Discuss Complexities of Estate Planning, Transitioning Businesses with Family Enterprise USA\u2019s President Pat Soldano <\/em><\/h3>\n\u00a0<\/strong><\/p>\nPlanning and preparing family businesses<\/a> for the next generation of leadership is no simple task, according to two leaders at family business and wealth management firm Homrich Berg<\/a> in a new webcast.<\/p>\nThe webcast, hosted by Family Business USA\u2019s President Pat Soldano, features Atlanta\u2019s Homrich Berg\u2019s Thomas M. Carroll, Principal and President, and Abbey Flaum, Managing Director, Family Wealth Specialist.<\/p>\n
The topics for discussion are the many critical decisions multi-generational family businesses<\/a> face when looking at the next generation of leaders, and the delicate issue of bringing family members into the business.<\/p>\n\u201cWe see a steady need for our client families to create a gameplan and benchmarks that determine the desires and leadership skills of the next generation of family business<\/a> leaders,\u201d says Carroll in the webcast.<\/p>\nHomrich Berg<\/a> manages $13 billion in family business assets, with 3000 client families in 45 states.<\/p>\n\u201cThis kind of planning starts with a family mission statement and then gets into the family members understanding the basic inner workings of the business,\u201d Carrol said. \u201cCommunication is one of the critical factors in making this all work.\u201d<\/p>\n
A key member of Homrich Berg\u2019s family wealth guidance is Abbey Flaum, leader of the firm\u2019s family wealth team, focusing on estate planning, transitioning, and business succession planning. In the webcast, Flaum details the critical steps needed to make a successful family business<\/a> transition.<\/p>\n\u201cManaging a family business has all the dynamics of managing your family in general, you need communication, involvement, and you need to know how to keep the peace,\u201d said Flaum. \u201cIf you engage with the next generation, talk things out, then you can shape their interest more effectively,\u201d she said. \u201cYou need to focus on the family first.\u201d<\/p>\n
Flaum suggests creating a family mission statement, set family member benchmarks, conduct regular family business<\/a> meetings, and establish a family business constitution. In addition, she recommends these communications include everyone, and that a leader is chosen from the next generation.\u00a0 Often, she says, you do need \u201cto bring professionals to help with this process.\u201d<\/p>\n\u201cMulti-generational family businesses<\/a> and family business offices have to grapple with leadership issues other businesses do not have to deal with,\u201d said Soldano. \u201cWhen it comes to strategies for bringing along the next generation the issues can get complicated and emotional very fast,\u201d she said. \u201cProfessionals, like Homrich Berg, can be a big help in demystifying some of the barriers to successful family business transitions,\u201d she said.<\/p>\n[\/et_pb_text][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/family-businesses\/webinar-replay-its-all-relative-family-matters-in-business-succession-2\/” url_new_window=”on” button_text=”The Homrich Berg webcast can be seen by clicking here.” button_alignment=”center” disabled_on=”off|off|off” admin_label=”Call to Action Button” _builder_version=”4.20.2″ _module_preset=”default” custom_button=”on” custom_margin=”||23px|||” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_button][et_pb_divider color=”#397389″ divider_style=”dotted” disabled_on=”off|off|off” _builder_version=”4.19.5″ _module_preset=”default” custom_margin=”||14px|||” custom_padding=”10px||2px|||” global_colors_info=”{}”][\/et_pb_divider][et_pb_text disabled_on=”off|off|off” admin_label=”Homrich Berg Logo & About” _builder_version=”4.20.2″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/homrichberg.com\/” link_option_url_new_window=”on” border_color_all=”#FFFFFF” border_style_all=”none” global_module=”6877″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n
![\"\"](\"https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2022\/09\/HB_LOGO_CMYK_C.jpg\" "\\"\\"")
<\/p>\n
About Homrich Berg
\n<\/strong>One of the 50 largest registered investment advisor firms in the country based on assets under management, HB 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 45 states from our home base in metro Atlanta and now have 38 principals and more than 175 employees. We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference. To learn more about HB, visit https:\/\/homrichberg.com\/.<\/p>\n[\/et_pb_text][et_pb_divider color=”#397389″ divider_weight=”2px” disabled_on=”off|off|off” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text admin_label=”Become a member text” _builder_version=”4.20.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” hover_enabled=”0″ global_module=”5822″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…<\/em><\/h4>\nAs we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.<\/p>\n
The need for fact-based reporting of issues important to multi generational businesses<\/a> and protecting a lifetime of savings<\/a> has never been greater. Now more than ever, multi generational businesses<\/a> and family businesses<\/a> are under fire. That’s why Family Enterprise USA<\/a> is passionately working to increase the awareness of issues important to generationally-owned family businesses<\/a> built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates<\/a>, possible elimination of valuation discounts, increase in capital gains tax<\/a>, enactment of a wealth tax<\/a>, and the continued burden of the gift tax<\/a>, estate tax<\/a> and generation skipping tax<\/a>.<\/p>\n[\/et_pb_text][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/donate\/” button_text=”Become a Family Enterprise USA Member” button_alignment=”center” disabled_on=”off|off|off” admin_label=”Become FEUSA member button” _builder_version=”4.18.0″ _module_preset=”default” custom_button=”on” global_module=”6503″ global_colors_info=”{}”][\/et_pb_button][et_pb_divider color=”#397389″ divider_style=”dotted” divider_weight=”2px” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_video_slider admin_label=”Video Slider Webinar Replays” _builder_version=”4.18.0″ _module_preset=”default” saved_tabs=”all” global_colors_info=”{}” global_module=”5954″ theme_builder_area=”post_content”][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=ebLC74TMplE” _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=fIbiW_qFdE0″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=uKyoSHKZ-5o&t=81s” _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=KIgfjsdi4o0″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=6ME0xh9XKSM” _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” show_image_overlay=”off”][\/et_pb_video_slider_item][\/et_pb_video_slider][et_pb_text admin_label=”FEUSA Statement” _builder_version=”4.20.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” hover_enabled=”0″ global_module=”5910″ saved_tabs=”all” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
\nFamily Enterprise USA<\/a> promotes family business and job creation, growth, and sustainability by advocating for family businesses<\/a>, their lifetime of savings, and the issues they face running their businesses every day. Some of the issues we fight for or against with Congress in Washington DC are high Income tax<\/a> rates, possible elimination of valuation discounts, increase in capital gains tax<\/a>, enactment of a wealth tax<\/a>, and the continued burden of the gift, estate taxes<\/a> and generation skipping taxes<\/a>. Family Enterprise USA represents and celebrates all sizes and industries of family businesses<\/a> and multi-generational<\/a> employers.<\/p>\nFamily Enterprise USA<\/a> (FEUSA) is a 501(c)(3) non-profit organization. Family foundations can donate.<\/a><\/p>\n
\n[\/et_pb_text][et_pb_text admin_label=”Hash tags & Tags” _builder_version=”4.20.0″ _module_preset=”default” global_module=”6498″ global_colors_info=”{}”]<\/p>\n
#incometax #taxseason #federaltaxpolicy #taxation #EstateTax #Deathtax #wealthtax #taxLegislation #CongressionalCaucus #CapitalGainsTax #incometaxrates #incometaxseason #taxrefund #taxreturn #incometaxreturn #gifttax #Generationskippingtax #InheritanceTax #repealestatetax #FamilyBusiness #promotefamilybusinesses #familyowned #supportlocalbusiness #womeninbusiness #AdvocatingForFamilyBusinesses #Generationallyowned #Multigenerationalbusiness\u00a0 @FamilyEnterpriseUSA @PolicyAndTaxationGroup @DitchTheEstateTax #FamilyEnterpriseUSA #PolicyAndTaxationGroup #DitchTheEstateTax<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Preparing Your Family Business for Next Generation is Focus of New Homrich Berg Webcast, by Family Enterprise USA Homrich Berg\u2019s President Thomas M. Carroll and Abbey Flaum, Managing Director, Family Wealth, Discuss Complexities of Estate Planning, Transitioning Businesses with Family Enterprise USA\u2019s President Pat Soldano \u00a0 Planning and preparing family businesses for the next […]<\/p>\n","protected":false},"author":2,"featured_media":7793,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","footnotes":""},"categories":[48,3,92,78,103],"tags":[],"class_list":["post-7789","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-family-businesses","category-feusa","category-multi-generational-business","category-in-the-news","category-next-gen"],"acf":[],"_links":{"self":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/7789","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7789"}],"version-history":[{"count":4,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/7789\/revisions"}],"predecessor-version":[{"id":7842,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/7789\/revisions\/7842"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/media\/7793"}],"wp:attachment":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7789"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7789"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7789"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Planning and preparing family businesses<\/a> for the next generation of leadership is no simple task, according to two leaders at family business and wealth management firm Homrich Berg<\/a> in a new webcast.<\/p>\n The webcast, hosted by Family Business USA\u2019s President Pat Soldano, features Atlanta\u2019s Homrich Berg\u2019s Thomas M. Carroll, Principal and President, and Abbey Flaum, Managing Director, Family Wealth Specialist.<\/p>\n The topics for discussion are the many critical decisions multi-generational family businesses<\/a> face when looking at the next generation of leaders, and the delicate issue of bringing family members into the business.<\/p>\n \u201cWe see a steady need for our client families to create a gameplan and benchmarks that determine the desires and leadership skills of the next generation of family business<\/a> leaders,\u201d says Carroll in the webcast.<\/p>\n Homrich Berg<\/a> manages $13 billion in family business assets, with 3000 client families in 45 states.<\/p>\n \u201cThis kind of planning starts with a family mission statement and then gets into the family members understanding the basic inner workings of the business,\u201d Carrol said. \u201cCommunication is one of the critical factors in making this all work.\u201d<\/p>\n A key member of Homrich Berg\u2019s family wealth guidance is Abbey Flaum, leader of the firm\u2019s family wealth team, focusing on estate planning, transitioning, and business succession planning. In the webcast, Flaum details the critical steps needed to make a successful family business<\/a> transition.<\/p>\n \u201cManaging a family business has all the dynamics of managing your family in general, you need communication, involvement, and you need to know how to keep the peace,\u201d said Flaum. \u201cIf you engage with the next generation, talk things out, then you can shape their interest more effectively,\u201d she said. \u201cYou need to focus on the family first.\u201d<\/p>\n Flaum suggests creating a family mission statement, set family member benchmarks, conduct regular family business<\/a> meetings, and establish a family business constitution. In addition, she recommends these communications include everyone, and that a leader is chosen from the next generation.\u00a0 Often, she says, you do need \u201cto bring professionals to help with this process.\u201d<\/p>\n \u201cMulti-generational family businesses<\/a> and family business offices have to grapple with leadership issues other businesses do not have to deal with,\u201d said Soldano. \u201cWhen it comes to strategies for bringing along the next generation the issues can get complicated and emotional very fast,\u201d she said. \u201cProfessionals, like Homrich Berg, can be a big help in demystifying some of the barriers to successful family business transitions,\u201d she said.<\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/family-businesses\/webinar-replay-its-all-relative-family-matters-in-business-succession-2\/” url_new_window=”on” button_text=”The Homrich Berg webcast can be seen by clicking here.” button_alignment=”center” disabled_on=”off|off|off” admin_label=”Call to Action Button” _builder_version=”4.20.2″ _module_preset=”default” custom_button=”on” custom_margin=”||23px|||” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_button][et_pb_divider color=”#397389″ divider_style=”dotted” disabled_on=”off|off|off” _builder_version=”4.19.5″ _module_preset=”default” custom_margin=”||14px|||” custom_padding=”10px||2px|||” global_colors_info=”{}”][\/et_pb_divider][et_pb_text disabled_on=”off|off|off” admin_label=”Homrich Berg Logo & About” _builder_version=”4.20.2″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/homrichberg.com\/” link_option_url_new_window=”on” border_color_all=”#FFFFFF” border_style_all=”none” global_module=”6877″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n About Homrich Berg [\/et_pb_text][et_pb_divider color=”#397389″ divider_weight=”2px” disabled_on=”off|off|off” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text admin_label=”Become a member text” _builder_version=”4.20.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” hover_enabled=”0″ global_module=”5822″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.<\/p>\n The need for fact-based reporting of issues important to multi generational businesses<\/a> and protecting a lifetime of savings<\/a> has never been greater. Now more than ever, multi generational businesses<\/a> and family businesses<\/a> are under fire. That’s why Family Enterprise USA<\/a> is passionately working to increase the awareness of issues important to generationally-owned family businesses<\/a> built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates<\/a>, possible elimination of valuation discounts, increase in capital gains tax<\/a>, enactment of a wealth tax<\/a>, and the continued burden of the gift tax<\/a>, estate tax<\/a> and generation skipping tax<\/a>.<\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/donate\/” button_text=”Become a Family Enterprise USA Member” button_alignment=”center” disabled_on=”off|off|off” admin_label=”Become FEUSA member button” _builder_version=”4.18.0″ _module_preset=”default” custom_button=”on” global_module=”6503″ global_colors_info=”{}”][\/et_pb_button][et_pb_divider color=”#397389″ divider_style=”dotted” divider_weight=”2px” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_video_slider admin_label=”Video Slider Webinar Replays” _builder_version=”4.18.0″ _module_preset=”default” saved_tabs=”all” global_colors_info=”{}” global_module=”5954″ theme_builder_area=”post_content”][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=ebLC74TMplE” _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=fIbiW_qFdE0″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=uKyoSHKZ-5o&t=81s” _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=KIgfjsdi4o0″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=6ME0xh9XKSM” _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” show_image_overlay=”off”][\/et_pb_video_slider_item][\/et_pb_video_slider][et_pb_text admin_label=”FEUSA Statement” _builder_version=”4.20.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” hover_enabled=”0″ global_module=”5910″ saved_tabs=”all” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n Family Enterprise USA<\/a> promotes family business and job creation, growth, and sustainability by advocating for family businesses<\/a>, their lifetime of savings, and the issues they face running their businesses every day. Some of the issues we fight for or against with Congress in Washington DC are high Income tax<\/a> rates, possible elimination of valuation discounts, increase in capital gains tax<\/a>, enactment of a wealth tax<\/a>, and the continued burden of the gift, estate taxes<\/a> and generation skipping taxes<\/a>. Family Enterprise USA represents and celebrates all sizes and industries of family businesses<\/a> and multi-generational<\/a> employers.<\/p>\n Family Enterprise USA<\/a> (FEUSA) is a 501(c)(3) non-profit organization. Family foundations can donate.<\/a><\/p>\n [\/et_pb_text][et_pb_text admin_label=”Hash tags & Tags” _builder_version=”4.20.0″ _module_preset=”default” global_module=”6498″ global_colors_info=”{}”]<\/p>\n #incometax #taxseason #federaltaxpolicy #taxation #EstateTax #Deathtax #wealthtax #taxLegislation #CongressionalCaucus #CapitalGainsTax #incometaxrates #incometaxseason #taxrefund #taxreturn #incometaxreturn #gifttax #Generationskippingtax #InheritanceTax #repealestatetax #FamilyBusiness #promotefamilybusinesses #familyowned #supportlocalbusiness #womeninbusiness #AdvocatingForFamilyBusinesses #Generationallyowned #Multigenerationalbusiness\u00a0 @FamilyEnterpriseUSA @PolicyAndTaxationGroup @DitchTheEstateTax #FamilyEnterpriseUSA #PolicyAndTaxationGroup #DitchTheEstateTax<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Preparing Your Family Business for Next Generation is Focus of New Homrich Berg Webcast, by Family Enterprise USA Homrich Berg\u2019s President Thomas M. Carroll and Abbey Flaum, Managing Director, Family Wealth, Discuss Complexities of Estate Planning, Transitioning Businesses with Family Enterprise USA\u2019s President Pat Soldano \u00a0 Planning and preparing family businesses for the next […]<\/p>\n","protected":false},"author":2,"featured_media":7793,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","footnotes":""},"categories":[48,3,92,78,103],"tags":[],"class_list":["post-7789","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-family-businesses","category-feusa","category-multi-generational-business","category-in-the-news","category-next-gen"],"acf":[],"_links":{"self":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/7789","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7789"}],"version-history":[{"count":4,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/7789\/revisions"}],"predecessor-version":[{"id":7842,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/7789\/revisions\/7842"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/media\/7793"}],"wp:attachment":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7789"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7789"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7789"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}<\/p>\n
\n<\/strong>One of the 50 largest registered investment advisor firms in the country based on assets under management, HB 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 45 states from our home base in metro Atlanta and now have 38 principals and more than 175 employees. We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference. To learn more about HB, visit https:\/\/homrichberg.com\/.<\/p>\nWe hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…<\/em><\/h4>\n
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