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11-50 employees
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Financial Services
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3445 Peachtree Rd NE,Atlanta,Georgia,US
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Berman Capital Advisors is an objective, independent, SEC-registered investment advisor and multi-family office based in Atlanta, Georgia. We provide a full range of investment opportunities and services to meet the needs of high-net-worth individuals and families across the country. Using a proprietary open architecture manager selection process, we work together to construct customized multi-manager portfolios that reflect each client's unique circumstances, objectives, and risk profile. We also work closely with our clients’ other advisors (tax, trust and estate) to ensure that a cohesive plan is in place.
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Berman | Cresset Family Office Email Formats | Example Email Formats | Percentage |
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{first}.{last} | [email protected] |
100%
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The widely used Berman | Cresset Family Office email format is {first}.{last} (e.g. [email protected]) with 100% adoption across the company.
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