Wealth Management and Wealth Planning in Macon Georgia

Advisory ServicesPatton Albertson & Miller

Advisory Services

 Serve as agent for Individual Fiduciary.
  • Estate Administrative
  • Trust Administration
    • During Life
    • At Death
  • Objective Third Party

Represent clients in matters associated with corporate fiduciaries.

  • Investment objectives
  • Investment performance
  • Pricing
  • Schedule and attend meetings
  • Setting meeting agendas

Family Limited Partnerships

  • Administration of your FLP in keeping with IRS guidelines

Business Advisory Services

  • Succession planning
  • Strategic planning