City list
This Atlanta family office list covers 27 offices based in the city, with a mix of 14 single-family offices and 13 multi-family offices. Private equity is the most frequently recorded focus, followed by real estate and venture capital. The database also includes interests spanning hedge funds, business services, healthcare, real assets and manufacturing. These patterns can help founders and business owners identify which offices may merit further research, while fund managers can compare the range of stated investment interests. Investors and advisors can use the list to map the local office community and see where disclosed information is available. Ten offices disclose assets under management, while the others can be assessed through their available profile details. Use the focus areas as an initial screen, then review each office's public profile before deciding whether your mandate or opportunity fits.
Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
HB Wealth provides family office services to select families, including wealth management, trust and estate planning, and private investment support. It coordinates with families’ other advisors and staff to manage wealth across generations.
Berman Investment Advisors is a multi-family office providing wealth management and support with asset transfers, beneficiary education, and tax planning. It coordinates with legal and financial professionals on these matters.
Bison Wealth provides wealth planning and investment services to individuals and families. It was founded by a family office in partnership with Teton Capital Partners.
Xception Family Office is a multi-family office providing wealth management services and planning for families, entrepreneurs, and business owners. Its investment services cover public and private markets.
NextGen Capital is a privately held investment bank, multi-family office, and private capital investment firm headquartered in Atlanta, Georgia.
Nicholas Hoffman & Company is a multi-family office offering shared services, investment options across public and private markets, wealth planning, financial reporting, and strategic planning.
Letson Investment Management is a multi-family office and independent investment management firm based in Atlanta. Its investment process emphasizes risk management and diversification through tailored asset allocation.
Premis Advisors is a multi-family office providing wealth management services to a limited number of clients.
Spruce Street Partners is a multi-generation family office that makes control investments in established businesses. It works with management to improve operations and support long-term growth.
BT Family Office is a multi-family office that provides tailored support to families managing substantial wealth. Its services address family wealth, values, legacy and administration.
Balentine is an employee-owned multi-family office and wealth management firm. It provides financial planning and investment management services for business owners and their families.
Gleneagles Group is a family office management company that supports families with wealth management decisions. Its approach recognizes that families have different needs and financial circumstances.
Haber Investment Counsel is a multi-family office and investment consulting firm serving wealthy families and individuals in the southeastern United States. It takes a holistic approach to client relationships.
Bridger Growth Partners is an Atlanta-based family office with operating and investing experience. It seeks to support investments across their life cycle.
PointFour Capital is a family office using long/short equity and macro strategies, alongside private equity and commercial real estate investments. Its founder has experience starting, operating, and investing in technology businesses.
Sage Hill Investors is the Grizzard family office, established after divestitures in the milling and baking industry. It invests across private and public securities and real estate, including private fund relationships, public market managers, and residential and commercial property.
Value Investment Group is a single-family office investing in venture capital, private equity, real estate and sports teams. Its portfolio includes multifamily real estate, home services companies and technology startups.
Mongo Holdings is the private investment entity of a family office in Atlanta. It invests across real estate, private loans, digital assets, private equity, venture capital, and real assets.
Cox Family Office manages family investments for the shareholders of Cox Enterprises and oversees governance, estate planning, and family services.
Scorpion Capital Management is a single-family office and investment bank that provides buy-side and sell-side advisory services. Its stated areas include internet of things, defense, software and fundraising.
Davis Family Office is a privately held family office based in Atlanta.
The Scott Family Office Intl. manages the Scott family's assets and seeks portfolio growth through measured investments. It also aims to use its resources to contribute positively to society.
Haas Portman Family Office is a single family office for the Haas Portman family. It invests primarily in earlier-stage technology companies, including businesses in healthcare, health technology, and wellness.
Smithgall Family Office is a single-family office providing business management, consulting, estate planning, and investment services to family members. Its stated business areas span services, consumer, logistics, finance, healthcare, manufacturing, media, and technology.
LOR is a private family investment company and investment manager serving the multigenerational Rollins family.
Grapevine Partners is a single-family office that manages the family’s financial interests. These include investments and coordination with tax, insurance, and estate planning professionals.
Zeist Company provides financial services and support to a private foundation, individuals, trusts, charitable relationships, and affiliated entities. Its stated investment areas include private equity, real estate, funds, and alternative investments.
340 events hosted since 2007, from summits to small workshops.
The page includes 27 family offices listed in Atlanta. It covers 14 single-family offices and 13 multi-family offices. The city filter does not add nearby offices, so the count reflects profiles associated with Atlanta itself.
Private equity appears most often, with 11 offices listing it as a focus. Real estate appears for 7 offices and venture capital for 6. The database also records interests such as hedge funds, business services, healthcare, real assets and manufacturing. These are useful screening signals, not a guarantee that an office is actively investing in a particular opportunity.
Start by checking the office's stated focus and profile details against your sector, stage and capital needs. Make the relevance clear in a concise note, explain the opportunity and proposed use of funds, and include enough information for the office to assess fit. Avoid treating a listed focus as confirmation of an open mandate.
Assets under management are disclosed for 10 of the 27 listed offices. For profiles without a disclosed figure, the page does not imply an estimate. Review available public firm-level details to understand each profile, and treat disclosed information as context rather than a measure of investment capacity.
The full list adds contact data, decision makers and check size fields to support more targeted research and outreach. The free page displays public firm-level fields and withholds contact details. Requesting the full list does not provide introductions or guarantee funding or any other outcome.
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