Top Family Offices in Georgia 2026

Key Facts

• Georgia hosts more than 20 family offices, with nearly all concentrated in metropolitan Atlanta and its Buckhead district.
• The market spans single family offices (SFOs), multi-family offices (MFOs), shared family offices, and institutional family office divisions.
• HB Wealth manages $25.88 billion in assets under management (AUM), making it the largest Atlanta-headquartered MFO.
• Bessemer Trust's Atlanta office connects clients to $250 billion in firm-wide assets under supervision.
• The minimum wealth threshold for MFO services starts at $25 million at firms like HB Wealth.
• Atlanta's family office market continues to expand, with Rockefeller Global Family Office and Cresset Capital both entering the metro area since 2021.
• Buckhead, Alpharetta, and the Peachtree Dunwoody corridor serve as secondary hubs for wealth management firms.

Family Offices in Georgia: Landscape Overview

Atlanta drives Georgia's family office ecosystem. Corporate headquarters for Coca-Cola, Delta Air Lines, and The Home Depot generate the entrepreneurial wealth that feeds family office formation. More than 20 offices operate in the metro area, spanning every major type from private SFOs to full-service MFOs and institutional divisions.

The SFO segment includes high-profile names like the Arthur M. Blank Family Office and direct investment firms such as Granite Holdings and Bridger Growth Partners. On the MFO side, HB Wealth ($25.88 billion AUM), Balentine ($8 billion), and Signature FD ($7.25 billion) serve multiple ultra-high-net-worth (UHNW) families with services ranging from tax planning to private market access. Gleneagles Group adds a shared family office model, while Synovus Family Office and Graystone Consulting represent institutional divisions.

Recent market signals point to growth. Rockefeller Global Family Office welcomed Atlanta-based Bridgeline Wealth Partners to its platform in October 2023. Cresset Capital acquired the Berman family office in 2021 to establish its Buckhead branch. Several family investment firms actively source lower middle market deals through deal sourcing platforms, blurring the line between SFO and private equity. Georgia's mix of corporate wealth, an expanding tech sector, and favorable cost of living compared to New York or San Francisco continues to attract new private wealth offices.

Family Office Comparison at a Glance

The table below compares leading family offices in Georgia by type, capital managed, and core focus areas.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
Bessemer Trust Atlanta	MFO	$250B (supervised, firm-wide)	Public and private markets, trust and estate	Investment mgmt, bill pay, HR, financial education	Atlanta
HB Wealth (Homrich Berg)	MFO	$25.88B	Fee-only fiduciary, private markets	Consolidated reporting, estate guidance, tax planning	Atlanta
Balentine	MFO	$8B	Entrepreneurial families, public and private markets	Family governance, succession planning, business advisory	Atlanta
Signature FD	MFO	$7.25B	Active/passive blend, private alternatives	Hedge funds, PE, co-invest access	Atlanta
Cresset Capital Atlanta	MFO	—	Founders, entrepreneurs, UHNW families	Tax strategy, exit planning, True Fiduciary	Buckhead
Arthur M. Blank Family Office	SFO	—	Sports, entertainment, real estate	Personal business mgmt, investments	Atlanta
Granite Holdings	SFO	—	B2B software, logistics, manufacturing	Direct investment, operating companies	Atlanta
Bridger Growth Partners	SFO	—	Consumer brands, technology	Direct investment, operating support	Atlanta
Gleneagles Group	Shared FO	—	Multi-generational wealth pathways	Risk mgmt, trust structures, human capital	Atlanta
Edge Capital Partners	MFO	—	UHNW wealth preservation	Consolidated reporting, aviation, identity protection	Atlanta
Synovus Family Office	Institutional	—	Integrated family wealth management	Fiduciary services, rising gen education	Atlanta
Capital Family Office	MFO	—	Private equity, private credit, real estate	Legacy planning, advisor coordination, reporting	Atlanta

HB Wealth and Balentine lead among Atlanta-headquartered firms by disclosed AUM. Bessemer Trust offers the deepest global resources through its Atlanta branch. Several SFOs do not disclose managed assets but maintain active deal pipelines in the lower middle market.

Top Picks by Strategy

• Largest AUM (Atlanta-Headquartered): HB Wealth, managing $25.88 billion with a fee-only fiduciary model and dedicated private market research team
• Deepest Institutional Reach: Bessemer Trust Atlanta, connecting clients to $250 billion in firm-wide assets under supervision and a 99% ten-year client asset retention rate
• Best for Direct Investments: Granite Holdings, with proven exits including GeoFields to Emerson (2017) and Routematch to Uber (2020), targeting $5 to $35 million revenue companies
• Leading MFO for Founders: Cresset Capital Atlanta, built on a True Fiduciary standard with liquidity and exit planning for post-sale entrepreneurs
• Strongest Oversight Platform: Balentine, combining $8 billion in AUM with legacy planning and succession services tailored to entrepreneurial families
• Top Shared Family Office: Gleneagles Group, offering a unique shared model with family purpose planning and human capital development
• Most Active Deal Sourcer: Bridger Growth Partners, with six closed transactions through deal sourcing platforms, including early capital deployment in Lyft and consumer brands
• Best for Private Alternatives: Signature FD, providing $7.25 billion in specialist boutique manager access spanning hedge funds, private equity, and co-invest deals

Top Family Offices in Detail

HB Wealth (Homrich Berg)

Atlanta's largest homegrown MFO by disclosed AUM, HB Wealth manages $25.88 billion under a fee-only fiduciary model. Families with $25 million or more in assets gain access to consolidated reporting that pulls together holdings from multiple managers, both private and public. The firm's in-house research team vets private equity, private credit, and private real estate managers, then helps clients decline opportunities that do not fit.

UHNW families seeking full wealth management without product sales conflicts will find HB Wealth's independence a defining advantage. Administrative services including bill pay and advanced tax planning round out a platform designed to replace the overhead of a standalone SFO.

Bessemer Trust Atlanta

Few wealth management firms match Bessemer Trust's scale. With $250 billion in firm-wide assets under supervision and a 3-to-1 client-to-employee ratio, its Atlanta branch delivers institutional depth in a personalized setting. The firm helps families evaluate whether to build, redesign, or outsource their own family office.

Services extend from portfolio management and trust structures to HR coordination and financial education for rising generations. Families weighing whether to run a standalone SFO or consolidate with a national platform should benchmark Bessemer's cost and service model against in-house alternatives.

Balentine

Entrepreneurial families who built businesses and now face the complexity of generational wealth transfer form Balentine's core client base. The firm manages $8 billion and pairs portfolio management in public and private markets with dedicated family governance services. Balentine helps families draft oversight frameworks, facilitate structured family meetings, and prepare the next generation for financial decision-making.

Its business advisory practice also supports families still running operating companies. Succession planning before and after a liquidity event is a core strength.

Signature FD

Signature FD manages $7.25 billion through a blend of active and passive strategies, giving families broad exposure to private alternatives. The firm sources specialist boutique managers in hedge funds, private equity, and direct co-invest deals that larger platforms often reserve for institutional allocators. This open-architecture approach means clients are not limited to proprietary products.

Signature FD fills a gap for wealthy families who want a broad mix of private market holdings without building their own capital deployment team.

Cresset Capital Atlanta

Post-exit founders and entrepreneurs seeking fiduciary clarity make Cresset Capital a strong fit. The firm entered the Atlanta market by acquiring the Berman family office in 2021 and operates from Buckhead. Its True Fiduciary standard means it accepts no commissions or product-based revenue.

Services cover liquidity planning, tax strategy, and private allocation access. Cresset's national footprint of 20-plus offices gives Atlanta clients deal flow and manager relationships that extend well beyond the Southeast.

Arthur M. Blank Family Office

The most recognized SFO in Georgia manages the personal business affairs and portfolio of Home Depot co-founder Arthur M. Blank. The office oversees AMB Sports and Entertainment (Atlanta Falcons, Atlanta United, Mercedes-Benz Stadium, PGA TOUR Superstore), ranching operations, and real estate.

While it does not serve outside clients, the Blank Family Office shapes Atlanta's broader wealth landscape through charitable giving, community investment, and sports-related economic activity.

Gleneagles Group

Multiple families can access specialized teams and resources at lower cost than a standalone SFO through Gleneagles Group's shared family office model. The firm serves three client segments: transitional families (post-liquidity event), enterprising families (actively growing businesses), and generational families (managing inherited wealth).

Services emphasize human capital development, family purpose planning, and trust structures. Families that need oversight support but lack the scale to justify a dedicated office staff will find this shared model a practical middle path.

Granite Holdings

Granite Holdings builds, operates, and exits companies in B2B software, logistics, manufacturing, and real estate. The firm targets businesses with $5 to $35 million in revenue and at least $500,000 in EBITDA. Two notable exits define its track record: GeoFields, sold to Emerson in 2017, and Routematch, sold to Uber in 2020.

Business owners seeking a family office buyer with operational involvement, not just capital, should evaluate Granite's hands-on approach to direct investments.

Bridger Growth Partners

A consumer industry veteran's family capital powers Bridger Growth Partners. Tom Long, former CEO of MillerCoors and Miller Brewing Company, founded the firm in 2015 after executive roles at Coca-Cola. It operates as both a private wealth office and an active investor in consumer brands and technology companies.

Six closed deals through deal sourcing platforms include positions in Malibu Mylk, Old Pal, Square One Holdings, and an early stake in Lyft. Bridger combines the patience of family capital with deep operating expertise.

Edge Capital Partners

Edge Capital Partners extends its MFO platform into lifestyle services that few competitors match. Beyond standard portfolio management and consolidated reporting, the firm offers private aviation resources, health and wellness support, identity protection, and family coaching.

This concierge-level approach appeals to UHNW families who want a single point of contact for both financial and personal needs. Trust and estate coordination, insurance policy review, and personal banking solutions complete a broad service menu.

Trends Shaping Georgia's Family Office Market

Lower Middle Market Deals

Multiple Atlanta SFOs actively target companies with $500,000 to $5 million in EBITDA. Granite Holdings, TCO Capital, and Georgetown Capital all source deals through online platforms, focusing on cash-flowing operating businesses rather than speculative ventures. This preference for lower middle market companies reflects Atlanta's deep bench of operational talent and logistics networks.

Real Estate and Private Alternatives

Commercial and industrial real estate remains a core holding for Georgia family offices. Corinthian Capital Partners combines real estate development with growth equity. MFOs like HB Wealth and Signature FD allocate client capital to private real estate funds alongside private credit and private equity strategies. Atlanta's rapid commercial growth provides local deal flow that out-of-state firms cannot easily replicate.

Blue-Collar Service Business Buyouts

Strix, an emerging Atlanta family office, acquires blue-collar service businesses using an employee ownership model. Home services, aviation, and industrial services draw capital from several family wealth platforms in the market. This niche plays to Atlanta's strength in logistics and trade-based sectors.

National Platforms Expanding into Atlanta

Rockefeller Global Family Office welcomed Atlanta-based Bridgeline Wealth Partners to its platform in October 2023. Cresset Capital's 2021 Berman deal established its Buckhead presence. These moves signal that Atlanta's UHNW population has reached the scale needed to attract top-tier national MFOs, intensifying local competition.

Values-Based and Impact-Aligned Portfolios

Balentine aligns portfolio construction with each family's stated values and principles. HB Wealth and Edge Capital Partners both offer charitable giving advisory. Next-generation wealth holders in Atlanta are driving demand for impact investing and ESG-aligned strategies, a shift that several MFOs now build into their platforms.

How to Evaluate a Family Office in Georgia

Fee structure is the first filter. HB Wealth operates as a fee-only fiduciary, meaning it accepts no commissions or product revenue. Institutional divisions like Synovus may operate under different compensation models. In a market with both independent and affiliated offices, asking whether a firm is fee-only or commission-eligible eliminates conflicts early.

Private market access varies widely among Georgia offices. Signature FD provides hedge fund and PE allocations through specialist boutique managers. HB Wealth runs an in-house private market research team. Smaller SFOs like Granite Holdings and TCO Capital focus on direct deals. Match your allocation needs to the firm's actual capabilities rather than marketing language.

Wealth thresholds matter for practical reasons. HB Wealth requires $25 million or more for family office clients. Bessemer Trust serves families of "substantial wealth" without publishing a precise floor. Families below $25 million should explore shared models like Gleneagles Group or virtual family office (VFO) arrangements, which reduce cost through shared staffing.

Georgia lacks state income tax on certain retirement distributions, but its estate and trust tax rules differ from Delaware or Nevada trust-friendly jurisdictions. Ask whether your prospective office has experience structuring trusts in multiple states. Bessemer Trust offers Delaware trust services. These capabilities matter for families with multi-state holdings.

Family oversight support separates wealth managers from true family offices. Balentine, Synovus Family Office, and The Lellyett Group all offer structured frameworks, rising generation education, and wealth transfer planning. If your family spans multiple generations or includes a family enterprise, prioritize offices that assign dedicated professionals to this work.

Which Family Office Fits Your Needs?

UHNW families seeking a full-service platform with private market access and consolidated reporting should evaluate HB Wealth, Bessemer Trust Atlanta, or Balentine. All three manage multi-billion-dollar portfolios and offer estate planning, tax strategy, and generational guidance. HB Wealth's fee-only model and $25 million entry point make it the clearest choice for families that prioritize fiduciary independence.

Business owners planning a liquidity event will find Cresset Capital's exit planning and True Fiduciary model built for their situation. Entrepreneurs who have already sold and want to deploy capital into operating companies should consider Granite Holdings or Bridger Growth Partners. Both combine family capital with hands-on operational involvement. Edge Capital Partners serves families who want lifestyle concierge services alongside portfolio management, covering everything from private aviation to identity protection.

Families earlier in their wealth journey, or those with $10 to $25 million in assets, can explore Gleneagles Group's shared model or a virtual family office structure. Georgia's market offers enough variety that families do not need to look beyond the Southeast for competitive service and co-investment options. The key is matching your complexity level, from basic consolidated reporting to full oversight and direct deal sourcing, with an office built for that specific scope.

Methodology

This guide to family offices in Georgia draws on publicly available data from firm websites, regulatory filings, and deal platform records as of early 2026. Office profiles reflect disclosed AUM figures, stated service offerings, and documented capital deployment activity. Where AUM data is unavailable, offices receive evaluation based on focus, service scope, and market presence. The selection prioritizes offices with verifiable Atlanta-area operations and excludes firms without a confirmed Georgia presence. Rankings within strategy categories reflect editorial judgment based on available data, not paid placement.