Your Team

Your family’s wealth represents a lifetime (sometimes generations) of hard work, so every Piedmont employee is committed to shaping your legacy and building strong family relationships. We take the time to learn about your goals and then deliver exceptional service through teamwork.

Piedmont’s culture is driven by our vision, mission, values, guiding principles, and the Piedmont Promise.

Vision: Empowering clients to pursue their dreams and ambitions with confidence

Mission: To build long-term, meaningful relationships through serving clients comprehensively.

Values: Optimism. Confidentiality. Integrity. Excellence. Commitment. Teamwork. Accountability.

Guiding Principles:

1 Serve our clients with excellence while maintaining reasonable fees.

2 Sustain the multi-family office to promote family unity for future generations.

3 Preserve the values and reputation of the families we serve.

4 Grow by attracting compatible clients and expanding existing relationships.

Piedmont Promise

To Our Clients and Colleagues, we promise to:
Be on time, prepared, and fully engaged every day.
Acknowledge all communication by the end of the day.
Actively listen and encourage the exchange of ideas.
Go above and beyond our commitments.
Have purposeful meetings with concise agendas.
Deliver creative solutions through collaboration and sharing of knowledge.
Maintain a culture of continuous improvement.
Make a positive impact on the communities we serve.
Serve by our core values every day.