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FUNDRAISING NEWS | January 06, 2025

Homrich Berg Appoints New Leader for Tax Planning, FO Services

Tags: Personnel, RIA

Atlanta-based RIA Homrich Berg appointed family office veteran Tim Tallach as its director of advanced tax planning and family office services within the HB Family Office division.

Tallach will lead the firm’s efforts in delivering advanced income and transfer tax guidance. He will also be responsible for curating and expanding the firm’s platform of family office services catered to ultra-high-net-worth clients.

Prior to joining HB, he held management positions at Pathstone, GenSpring Family Offices, and Arthur Andersen.

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Written By: Dakota

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