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Starting at 10:00 AM Pacific Time


“Love Is In The Air Now; Protect Your Family Business Later”


On Valentine’s Day, we focus on those we love by buying chocolates and flowers, making dinner reservations, visiting Hallmark, or planning a romantic trip. The thought that things may not work out with the love of your life may have never crossed your mind… but, especially for business owners, it should. Relationships, whether personal or business, require work. Many business owners feel just as married to their businesses as they do to their spouses and devote time, energy, and effort to nurturing both relationships. No one enters a marriage contemplating divorce, just as no one starts a business expecting failure, but failing to plan for such events may have grave repercussions for a family business owner. During this webcast, we will focus on some critical steps for business owners to take in planning for their marriages to ensure that if the personal relationship ends, the business is spared from involvement.

Why Attend?
With statistics showing that at least half of all marriages end in divorce, married family business owners need to engage in appropriate planning to ensure that, in the unfortunate event that a divorce occurs, the family business remains intact.

Who Should Attend?
All business owners, whether currently married, engaged or single.

Areas of Interest
Critical legal planning for marriages for business owners to ensure the business does not get entangled in a divorce.

About Homrich Berg
One of the 50 largest registered investment adviser (RIA) firms in the country based on assets under management, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 48 states from our home base in metro Atlanta and now have 43 principals and more than 180 employees.

We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference. To learn more about HB, visit

*Client retention rate

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The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.

Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.

Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.

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