“Windham Brannon has been a trusted advisor to three generations of our family. They have helped us effectively plan for and work through several difficult transitions to the benefit of the entire family.”


Multi-Generational Family Client

The Family Office

Since 1957, Windham Brannon has provided tax return preparation and planning services to leading families in Atlanta and across the country. Our experience has fostered our grasp on the nuances and dynamics that come with working with family offices. We understand the importance of being an integral part of your family’s financial planning team, coordinating our services with investment advisors, attorneys and other team members. And we offer the highest level of confidentiality – not only with third parties, but among family members.

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