“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

Wealth Accumulation and Protection

Wealth accumulation adds to the complexity of your finances, creating the need for a professional advisor, the kind of advisor who takes the time to understand the intricacies of your current finances in order to plan intelligently for your future.

Windham Brannon professionals have been serving many of Atlanta’s and the Southeast’s venerable families for more than 50 years. Our experienced tax advisors bring relevant knowledge, qualifications, training and resources to your account.

Windham Brannon is your independent advisor. We neither sell financial products nor accept fees or commissions for products or providers we recommend.

Some of our service offerings include:

Income tax return preparation
Tax planning
Wealth transfer and estate planning
- Multi-generational planning
- Family limited partnerships
- Grantor retained annuity trusts
- Sales to intentional grantor trusts
Charitable planning
- Charitable remainder trusts
- Charitable lead trusts
- Private foundations
Business and succession planning
Family planning
- Family governance
- Client education
- Family meetings
- Coaching and facilitation