FAQ: Homrich Berg's Expansion into Greenville with New Office and Wealth Advisor
Summary
Homrich Berg Wealth Management expands its presence in South Carolina by opening a new office in Greenville and welcoming Robert DiBenedetto as a wealth advisor, enhancing services for high-net-worth individuals and families in the Southeast.
What is the main purpose of Homrich Berg opening a new office in Greenville?
The main purpose is to expand Homrich Berg’s footprint in South Carolina and add top talent, specifically Robert DiBenedetto, to serve high-net-worth individuals and families more effectively in the Southeast.
Who is Robert DiBenedetto and what expertise does he bring to Homrich Berg?
Robert DiBenedetto is a wealth advisor with deep experience from Bernstein Private Wealth Management, specializing in tax and estate planning, multi-generational wealth allocation, and retirement planning for individuals and corporations.
Why is the opening of the Greenville office significant for Homrich Berg?
It marks an important milestone in Homrich Berg’s expansion in the Southeast and strengthens its ability to serve clients across South Carolina, following the opening of its Columbia office in 2023.
What services does Homrich Berg offer?
Homrich Berg provides fiduciary, fee-only investment management and financial planning services for high-net-worth individuals, families, and not-for-profits, managing over $25 billion for clients nationwide.
Where is the new Homrich Berg office located?
The new office is located in Greenville, South Carolina, marking the firm’s second location in the state.
When did Homrich Berg open its Columbia office?
Homrich Berg opened its Columbia office in 2023.
What is Robert DiBenedetto’s background before joining Homrich Berg?
Before joining Homrich Berg, DiBenedetto served in the U.S. House of Representatives for the 4th District of South Carolina and worked at Bernstein Private Wealth Management.
How does Robert DiBenedetto view the connection between public service and wealth management?
DiBenedetto sees a strong connection, as both focus on understanding people’s needs and helping them reach meaningful goals, emphasizing a thoughtful, client-first approach.
What are Robert DiBenedetto’s educational and community involvement backgrounds?
DiBenedetto earned a Bachelor of Arts from Clemson University and an International Master of Business Administration from the University of South Carolina. He is actively involved in the community, recently serving as President of the Christ Church Episcopal School Alumni Association.
How can someone contact Homrich Berg for more information?
For more information, individuals can visit Homrich Berg’s website at http://homrichberg.com/.
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