Clients come in every shape and size, and Piedmont serves them all: families, individuals, multiple generations, family foundations. We want to be your partner in solving the complex situations that can come with family wealth.
What does that mean for you?
- Family Focus. You get the benefit of Piedmont’s deep experience that comes from working exclusively with wealthy families.
- Finance A to Z. You’ll have access to Piedmont experts who offer financial management and advice on every facet of finance from estate planning to investments to taxes – and everything in between.
- Partnership. We are your partner every step of the way in clarifying and planning a life strategy to achieve your goals. What does a life well-lived look like?
- Teamwork. We are eager to collaborate with your other trusted advisors, and we bring an established network of contacts to help find solutions to your family’s unique issues.
Piedmont has been helping families grow and sustain wealth since 1928 by developing long-term relationships and a deep understanding of our clients’ values, history, and financial needs.
In a time when the wealth management industry is dominated by large institutions with layers of bureaucracy and cookie-cutter solutions, Piedmont offers an alternative: service based on personal relationships and focused exclusively on the complexities of family wealth.
How can Piedmont help enrich your legacy?