CoverProfile

Amy Owen

Senior Wealth Advisor, Wealth Strategist, Sharefolder

Homrich Berg

United States, Florida, Palm Beach Gardens

About Me

Amy is a Principal in the HB Family Office division. She is an advisor to ultra-high net worth families and family offices and is responsible for a wide variety of their wealth management needs. Amy customizes her advice based on lifestyle needs and legacy objectives, focusing on both the family as a whole and its individual members. She focuses on estate and gift planning, tax planning, financial planning, philanthropy, risk management and family governance. Amy’s interest in planning began at law school, and she earned the outstanding tax student designation at the University of Virginia in 1997. She then received her LL.M. in taxation from the University of Florida, and

View more

Profile Information

Senior Wealth Advisor, Wealth Strategist, Sharefolder

Homrich Berg

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Palm Beach Gardens

Florida

United States

Oct 28, 2025

More profiles to browse

Profile Photo
Kevin Campbell
Principal
AF
Adam Fuller
Principal
Profile Photo
Frank Butterfield
Principal
PC
Philip Clinkscales
Director

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC