Welcome New Advisory Board Member, Thomas Carroll

We are excited to welcome Thomas Carroll to The UHNW Institute Advisory Board. As CEO and president of Homrich Berg Wealth Management, Thomas brings a wealth of expertise in wealth management and client services. His extensive experience includes leading growth and client service initiatives, with a deep commitment to HB’s core values of high-touch, fiduciary client service. We are thrilled to have Thomas as part of the Advisory Board and look forward to his valuable contributions.

 

Thomas Carroll, CFP®

CEO & President

Homrich Berg

LinkedIn or Bio

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry