State list
This Georgia family office list contains 34 profiles, evenly divided between 17 single-family offices and 17 multi-family offices. Atlanta accounts for 27 profiles, while smaller counts appear in Alpharetta, Columbus, Marietta and Savannah. Private equity and real estate are the most frequently recorded investment interests, with venture capital, hedge funds and healthcare also represented. The list includes additional interests such as business services, alternative investments and commercial real estate. AUM is disclosed for 13 profiles, so many entries will need to be evaluated using other public profile details. Founders, fund managers and advisors can use the table to narrow research by location, office structure and stated focus. Treat those fields as starting points for diligence: a recorded category alone does not establish active investment appetite or fit for a particular proposal.
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.
Bridger Growth Partners is an Atlanta-based family office with operating and investing experience. It seeks to support investments across their life cycle.
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.
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.
Premis Advisors is a multi-family office providing wealth management services to a limited number of clients.
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.
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.
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.
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.
Cox Family Office manages family investments for the shareholders of Cox Enterprises and oversees governance, estate planning, and family services.
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.
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.
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.
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.
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.
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.
The Family Office at Synovus provides investment and wealth planning services to families, including estate planning, governance, family education, and leadership development. It offers tailored strategies for wealth growth and preservation.
Blue Trust Family Office supports families with planning for family governance, shared values, and the transfer of financial and social capital across generations.
Kingholdings.AI is a single-family office with investments in residential and commercial real estate, emerging fund managers, and ventures in robotics, artificial intelligence, and cryptocurrency infrastructure.
Genetrix Society is a single-family office that supports organizations, foundations, and companies advancing sustainability across sectors.
Tidewater Wealth Advisors provides customized family office services, including financial planning, art stewardship, private foundation management, and estate and tax planning. Its approach emphasizes long-term capital growth and multi-generational wealth transfer.
Armis Advisers provides private client and multi-family office services, including financial planning tailored to clients’ circumstances and goals. It accounts for potential challenges and monitors plans over time.
Shadday Family Office manages investments for the Shadday family of Georgia. Its investments include private equity, direct real estate holdings, operating companies, and other private opportunities.
340 events hosted since 2007, from summits to small workshops.
There are 34 Georgia-based profiles on this page. The list contains 17 single-family offices and 17 multi-family offices. Atlanta accounts for 27 profiles, with smaller counts in Alpharetta, Columbus, Marietta and Savannah.
Private equity and real estate are the most common listed areas. Venture capital, hedge funds and healthcare also appear, along with business services, alternative investments and commercial real estate. Use these recorded interests to guide further research, not as evidence that an office is seeking a specific deal.
Review the office's public focus and structure before reaching out. Explain the fit in a direct, tailored note, and summarize your strategy, stage and proposed use of capital. Ask whether the opportunity matches its process before sending detailed or sensitive materials, and respect any stated submission guidance.
The full list includes contact data, decision makers and check size fields. These details can help you identify the right person to research and compare potential fit across profiles. They do not provide introductions or guarantee that an office will review, fund or respond to a proposal.
AUM is disclosed for 13 of the 34 profiles. For other entries, use the available public firm-level details and profile depth to decide whether further research is worthwhile. Disclosed AUM is a reported profile field, not a measure of available capital or a promise of investment capacity.
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