Our Trusted Partners
Corporate Trustees
Cumberland Trust & Investment Co. | |
GenSpring Family Offices | |
Northern Trust | |
Truist | |
U.S. Trust | |
Wells Fargo Advisors Trust Services | |
Bessemer Trust |
Investment Advisors
Bernstein Global Wealth Management | |
BIP Wealth | |
Gratus Capital | |
Charles Schwab & Co. | |
Fidelity Investments
HB Wealth | |
Montag Wealth Management | |
Morgan Stanley | |
Fino Blue Planning Group | |
UBS Financial Services | |
Oak Valley Wealth Mgt. Group- Wells Fargo Advisors | |
ZWJ Investment Council | |
West Paces Advisors | |
Regions Private Wealth Management
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Attorneys
The Bowden Spratt Law Firm, P.C. | |
Law Office of Luanne Bonnie, LLC | |
Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. | |
Melissa P. Walker, P.C. | |
Mary Galardi - Galardi Law | |
Cohen Pollock Merlin Axelrod & Small, P.C. |
Financial Planning
Cuthbert Financial Guidance |
Timber Management
Georgia Forestland Investments, LLC | |
Georgia Land Trust |
Insurance
Ewing and Company, LLC |
Other Advisors
Pinnacle Bank | |
Springwood Property Company, LLC |