HB Wealth Management (HB) – a leading Atlanta-based fee-only wealth advisor with offices across the Southeast – announced the addition of Tim Tallach, J.D., CPA, as Director of Advanced Tax Planning and Family Office Services within the HB Family Office division. And Tallach brings 28 years of experience providing strategic tax planning and family office services to ultra-high-net-worth clients.
Tallach will lead the firm’s delivery of advanced income and transfer tax guidance for this newly created role, partnering with advisors to best serve clients in this critically important area. And Tallach will draw on his decades of family office experience to curate and expand the firm’s platform of family office services tailored to meet the distinct needs of its ultra-high-net-worth clients.
For nearly two decades, Tallach was instrumental in building and scaling family office services and tax planning solutions with GenSpring Family Offices and Pathstone Family Office focusing on the diverse and complex needs of ultra-high-net-worth families. Before joining the wealth management industry, he was a tax professional with Arthur Andersen working with ultra-high-net-worth families and executives on tax planning strategies. Tallach will report to Michael A. Woocher, Principal and Chief Advisory Officer at Homrich Berg.
Tallach’s arrival is a major part of the firm’s strategy to grow its Family Office through comprehensive and integrated advice and service. And he graduated magna cum laude from Centenary College (B.S. in Accounting / Business) and earned his J.D. from the University of Arkansas School of Law. He is a licensed attorney, Certified Public Accountant (CPA) and has held several securities and life insurance-related licenses and certifications. He is also a long-time member of several American Bar Association tax and estate planning sub-committees.
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that offers fiduciary fee-only investment management and financial planning services, serving as the leader of the financial team for clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages $18+ billion for clients across the U.S.
KEY QUOTES:
“Tim’s appointment marks a significant enhancement in our ability to offer specialized tax guidance to clients. His established track record in advancing client goals through innovative tax solutions and family office management aligns with our mission to deliver exceptional service.”
– Thomas Carroll, President and CEO of Homrich Berg
“The ethos of HB, which centers on surrounding each client with a team of expert planners, truly resonates with me. The complexities of significant family wealth are akin to those of managing a business. Growing up working in my family’s business, I learned the importance and symbiotic nature of every role. From the floor sweep to the C-suite, it takes coordination, communication, and an ownership mentality to breed success. I have applied these principles throughout my career and look forward to bringing that collaborative spirit and strategic thinking to my work at HB.”
– Tim Tallach
“Tim’s vision and deep industry knowledge make him a pivotal addition to the team. His leadership will be crucial as we expand tax planning capabilities and continue to set new standards in personalized family office services for clients.”
– Michael A. Woocher
