Bert Clark, Jr.

Vice Chair, Board of Trustees at Berry College

Bert Clark, Jr.

Bert Clark, Jr.

Vice Chair, Board of Trustees at Berry College

Biography

Bert Clark is an estate and business planning advisor with Estate Strategies Group, LLC. He advises families, businesses and individuals in all manner of estate, philanthropic, business and financial matters. He provides integrated planning solutions for high net worth clients andly held businesses, and specializes in the comprehensive financial, wealth management and estate planning for executives and business owners. In particular, he enjoys helping clients focus on the philanthropic impact of their wealth and in implementing solutions for the preservation of wealth.

He also assists business owners and managers in the implementation of their corporate benefit plans with his partners at Northwestern Benefit Corporation of Georgia. He started his wealth advisory practice after practicing law for 12 years in the areas of tax and corporate law.

Throughout his professional career, Clark has given back to his community through service to various cultural, educational, and professional organizations. He is currently the president of the Atlanta Estate Planning Council, and serves on the boards of The Woodruff Arts Center in Atlanta, The High Museum of Art and Berry College. He also serves as an advisor to the University of Georgia Honors Program, and previously served on the boards of the Georgia Trust for Historic Preservation and The Atlanta Opera. He has played an integral role in the planned giving and capital campaigns for these and other organizations. He has also served on the planned giving advisory committees of the Community Foundation for Greater Atlanta and for Children’s Healthcare of Atlanta, and was a founding member of the Philanthropic Advisor Leadership Institute in Atlanta.

A native of Rome, Georgia, Clark is a graduate of Berry College with a Bachelors in Art and holds a Juris Doctor degree from the University of Georgia.

Clark and his wife, Cathy, have three children. They established the Cathy and Bert Clark Fund with the Community Foundation in 2002.

Overview
RelSci Relationships

604

Number of Boards

4

Number of Awards

3

Relationships
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Office Managing Partner Alpharetta at Frazier & Deeter LLC

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Vice Chairman at Technical College System of Georgia

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Senior Counsel at Kilpatrick Townsend & Stockton LLP

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Fund Advisor at Montreux Venture Management LLC

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President, Chief Executive Officer & Director at Robert W. Woodruff Arts Center

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Former President & Chief Executive Officer at Robert W. Woodruff Arts Center

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Director at Bulkley Capital LP

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Former Senior Portfolio Manager at Rainier Investment Management LLC

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Partner at Lake Toccoa Development Co.

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Founder & Managing Director at Covenant Multifamily Offices LLC

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Bert Clark, Jr.
Vice Chair, Board of Trustees at Berry College
Education
Juris Doctor

The University of Georgia School of Law (also referred to as Georgia Law) is a graduate school of the University of Georgia. Founded in 1859 and located in Athens, Georgia.

Bachelor of Arts in History

For more than a century, Berry College has emphasized the importance of a comprehensive and balanced education that unites a challenging academic program with opportunities for meaningful work experience, spiritual and moral growth, and significant service to others. This commitment to providing a firsthand educational experience – expressed as “Head, Heart and Hands” by college founder Martha Berry – remains just as relevant today as it was when the institution was founded in 1902. Nationally recognized for both quality and value, Berry is an independent, coeducational college of approximately 2,100 students that offers exceptional undergraduate degree programs in the sciences, humanities, arts and social sciences, as well as undergraduate and master’s level opportunities in business and teacher education. Students are encouraged to enrich their academic studies through participation in one of the nation’s premier on-campus work experience program, and more than 90 percent take advantage of this unique opportunity to gain valuable real-world experience prior to graduation.

Boards & Committees
Board Member
Tenure Unconfirmed

Founded in 1979, The Atlanta Opera is one of the finest regional opera companies in the United States producing mainstage opera productions and excellent arts education programs for all ages. It directly serves almost 100,000 people annually in Metropolitan Atlanta and throughout the Southeast. Based on recent independent research, it is estimated that The Atlanta Opera, a non-profit organization, brings over $39 million of economic impact to the region each year.

Awards & Honors
CFP (Certified Financial Planner)
Chartered Life Underwriter
Accredited Estate Planner
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