# HA&W Wealth Management

HA&W Wealth Management is a Multi Family Office based in Atlanta, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Assets under management:** Undisclosed
- **Website:** hawwealth.com

## Regulatory record

- **Reports private funds:** No

## About

HA&W Wealth Management is a wealth manager based in Atlanta, US. It manages approximately $248 million in assets, primarily serving clients in North America.

## Questions

### How does HA&W Wealth Management's accounting heritage shape its investment approach?

Tax strategy and entity structure inform portfolio decisions from the start. The firm monitors clients' full financial pictures — operating businesses, trusts, and personal holdings — and models multi-year tax projections before executing investment changes. Concentrated stock positions, a common consequence of liquidity events in the Southeast, receive particular attention through hedging, diversification programs, and charitable structuring.

### What types of clients does HA&W Wealth Management primarily serve?

The firm's core clientele includes founders of privately held businesses, corporate executives with concentrated equity exposure, and multi-generational families based in Georgia and the broader Southeast. Many relationships originate through the affiliated accounting practice, which advises operating companies on tax, audit, and transactional matters.

### How does the firm source private investment opportunities?

HA&W Wealth Management sources private fund commitments through established relationships with general partners in private equity, private credit, and real estate, leaning on its professional network across Atlanta's legal and banking communities. The firm evaluates direct co-investment opportunities on a deal-by-deal basis, often introduced by existing fund managers.

### Does HA&W Wealth Management operate independently from the accounting firm?

HA&W Wealth Management functions as a distinct registered entity but remains closely integrated with the accounting practice for client service and new business development. Advisors coordinate with CPAs on tax preparation, estate planning, and business advisory, which enables a unified view of each family's financial life without requiring external coordination.

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Last updated: 2026-07-06T01:24:17.844Z

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