Piedmont has helped families grow and sustain wealth since 1928. We are grounded in relationships. Our approach appreciates every family’s history, values, and financial needs. We hold your family’s vision for the future across generations. We bring expertise to the complexities of family wealth with confidence and integrity. Our service offerings are customized and sophisticated. Importantly, client families are served directly by knowledgeable professionals who handle every aspect of the relationship. We provide tailored solutions with expertise in the following areas: • Acting as a trusted fiduciary to sustain your legacy for generations • Managing a comprehensive family office in partnership with your other trusted advisors • Implementing customized asset and investment strategy • Advising charitable giving planning to sustain inspired philanthropy