At Gleneagles, we understand that each family is distinct and special, not just in Roswell but across Alpharetta, Marietta, Smyrna, Johns Creek, Dunwoody, Brookhaven, and Lawrenceville. Every Gleneagles team is also uniquely assembled to adapt to the evolving necessities of families in these diverse areas.

Your dedicated team typically includes five to seven members: a Relationship Manager, who serves as your primary liaison; a Family CFO; a Family Accountant; a Tax Manager; an Investment Advisor; a Legal Counsel; and professionals specializing in bookkeeping and bill payments. Our commitment to serving each family’s distinct needs ensures we allocate resources to multiple families across these regions. This strategic distribution allows us to offer tailored services precisely when and how you need them, no matter where you reside. For more information

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