303 Peachtree St NE
33rd Floor ,
Atlanta, GA 30308-3200
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations
Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
Educating family members with significant wealth to confidently manage their financial lives
Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time
Our monthly Market Navigator provides regular and timely economic and investment strategy views.
Market views heading into the week highlight what we're watching and important news ahead.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.