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Checks & Balances Overview
Type
Multi Family Office
Year Founded
1997
General Information
Checks & Balances is a multi-family office headquartered in Atlanta, United States. Founded in 1987 from professional services wealth earned through accounting and daily money-management, the firm provides integrated investment oversight, bill-pay, tax coordination, and estate-planning administration for a select group of affluent families while maintaining discretion and control structures aligned with each client’s objectives.
Contact Information
Website:
https://www.checksandbal.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Atlanta, GA, United States
Portfolio & Notable Allocations
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