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Legacy

Discover a family dedicated to serving the needs of wealthy families.

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Tradition

The most successful families pass along values through stories and traditions. Read about ours in an article entitled “Family Tradition” in Georgia Magazine, The magazine of The University of Georgia.

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Congratulations

Malcolm H. Liles was recognized by The Financial Times as one of their “FT Top 400 Advisers” in 2020. This is the fourth time he has been honored by The FT.

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Congratulations

William N. Liles, CFA, CFP, CIMA was recognized as one of “Nashville's 40 Under 40” by The Nashville Business Journal.

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