Truist Plaza
303 Peachtree St NE,
31st Floor,
Atlanta, GA 30308-3200
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
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Our monthly Market Navigator provides regular and timely economic and investment strategy views.
Market Navigator November 2025Our monthly flagship publication is packed full of timely economic and investment strategy views.
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – November 3, 2025Market views heading into the week of November 3, 2025 highlight what we're watching and important news ahead.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker – October 31, 2025Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of October 31, 2025.