Southeastern Trust announces the opening of its Atlanta office. The firm has quickly become known for its expertise in serving high-net-worth families.

Unlike many large Wall Street firms, we have not had to dramatically revise our forecasts and tactics to address the slowing economy and difficult markets. Our diversified stock portfolios again declined considerably less than their benchmark in the second quarter by avoiding some of the highest valuation and most unprofitable companies. These have generally been the companies in the bear market’s crosshairs.

Robert Clark, former chief investment officer for the state of Mississippi, joins Southeastern Trust as senior portfolio manager.

Generosity should be a joyful activity, not merely a line item in our expense budgets. Bart Rolen provides three guiding principles to keep in mind when it comes to generosity.

High net worth families have financial interests beyond their managed investments. Discover the value of a multi-family office.

There were already a myriad of challenges and uncertainties in the economy and markets entering 2022, and the Russia-Ukraine war added yet another variable to the mix. Read our latest outlook on the market and investment strategies.