Family Office Concierge Services

Smith & Howard’s family office wealth management group provides financial services to family offices, high net-worth individuals, business owners, private foundations, endowment funds and others. We recognize that the desires and needs of these groups are to not only preserve wealth and grow financially, but to have the assurance that the financial matters of those involved are handled with complete discretion and confidentiality by highly qualified family office professionals.

We provide an extraordinarily high level of personal family office concierge service and complete confidentiality. Our family office services include financial planning, financial management, financial reporting and accounting services that include compiled financial statements, forecasting/projections, business valuations and more. We can provide you with the accurate and unbiased information you require to make vital decisions. Our attention to detail — during and beyond the planning process — provides the most cost-effective, timely and valuable service available.

Have questions about our family office concierge services? Simply call us at 404-874-6244 or fill out the form on this page and one of our professionals will be happy to help.

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‘We exist to serve our clients, our people and our community.’ This comes to life every day at Smith & Howard.

Lori G. Wagnon