About Rich & Company

Established in Canton, Georgia, Rich & Company is a boutique firm that punches above its weight. Driven by the values of truth and risk with wisdom, we pride ourselves on delivering solutions that resonate with our clients’ financial goals and aspirations. Our name, derived from our founder David Rich, symbolizes our commitment to enriching the lives of our high-net-worth clients through astute financial management.

Rich & Company doesn’t just provide services; we pave pathways to secure financial futures. We’re all about aggressive growth with ethics at our core. We’re a team of cowboy boot-wearing professionals who understand the value of honesty, integrity, and the importance of delivering both good and bad news. We’re here not just to make a living but to make a difference in the lives of our clients.

Shape Your Financial Legacy with Unparalleled Expertise

Rich & Company understands the intricacies of managing significant wealth. Anchored in financial foresight, we stand steadfast with unyielding strength, calming stability, and serene confidence. We take on the complexity of managing your wealth, so you can focus on what truly matters to you. Through our combination of multi-family office services and tax advisory, we aim to become the ultimate trusted advisors to our clients. By managing and safeguarding their wealth, we allow them to enjoy a life free from the time-consuming burden of administrative and financial matters.

Building a prosperous future requires more than just accounting and tax compliance. It requires strategic vision, seasoned expertise, and an unwavering commitment to your success. At Rich & Company, we provide comprehensive wealth management solutions that cater to your unique needs.

Our Strategic Services

We offer a range of specialized services that target the diverse needs of high-net-worth families.

Multi-family Office Services: A Comprehensive Financial Shield for Your Wealth

Our multi-family services include crafting comprehensive wealth strategies, providing expert investment guidance, and delivering personalized concierge services. All these factors are aimed at securing your legacy and freeing you to enjoy the fruits of your accomplishments.

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Estate Planning and Management: Secure the future of your wealth. We help you strategize and implement your estate plan, ensuring a seamless transition for future generations.

Private Investment Services: Navigate the world of private investments with seasoned experts. We provide professional advice, helping you seize lucrative opportunities while mitigating potential risks.

Fiduciary Services: Trust is at the core of our fiduciary services. We provide impartial advice and take actions that are always in your best interest.

Family Banking Strategy: Develop a sustainable financial strategy that aligns with your family’s long-term goals. We’re here to make your money work for you.

Insurance Evaluation: Minimize risks with the right insurance strategy. Our team will assess your needs and help you make informed decisions about your insurance portfolio.

Personal Budgeting: Attain financial stability with a personalized budget plan. We will guide you in managing your cashflow effectively so that you can accomplish your financial goals.

Bill Pay: Streamline your financial obligations with our professional bill pay service. We ensure your bills are paid on time, every time, providing you with freedom and peace of mind.

Concierge Services: Unleash the potential of personalized service. Our concierge service is here to cater to your unique needs and preferences, allowing you to focus on what truly matters.

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Tax Advisory: Optimizing Your Wealth with Intelligent Tax Strategies

At Rich & Company, we don’t just manage tax compliance; we utilize tax laws to optimize your financial position. Our experienced tax advisors work relentlessly to stay abreast of legislative changes, thereby enabling us to craft innovative tax strategies that minimize your tax liability and maximize your wealth.

Turn the Page and Unveil the Next Chapter of Your Financial Narrative Today

Take the first step into a world where wealth management is no longer a worry but a path to peace of mind. Rich & Company is poised to guide you on this journey, securing your family’s wealth and enabling you to enjoy your success. Are you prepared to redefine your financial future? Connect with our team today, and let us illuminate the way.