Bertram L. Levy


Direct: 404.873.8640
Fax: 404.873.8641
171 17th Street NW
Suite 2100
Atlanta, Georgia 30363


Bert is a partner and chair of the Private Wealth practice. He is a trusted advisor to high net worth individuals including some of the wealthiest families in the country. His law practice is national in scope and focuses exclusively on complex wealth transfer planning, business succession planning, charitable planning, and sophisticated post-mortem planning and administration. Bert has particular experience guiding clients through the issues surrounding the transfer of ownership of large family business interests, and in planning in anticipation of liquidity events. Clients are drawn to his genuine approach to developing long-term relationships and his drive to provide an extraordinary and personalized experience.

Bert is a fellow of the American College of Trust and Estate Counsel and the former chair of the Fiduciary Law Section of the State Bar of Georgia. He has co-authored the leading treatise on Georgia estate planning and estate administration and has authored many published articles. He is a frequent lecturer on sophisticated planning topics. Bert has also been selected as “Atlanta Lawyer of the Year” in his specialty of Trusts and Estates and is listed in Chambers at the highest level.

Deeply involved in community endeavors, Bert is an active board member for various organizations including serving as chairman for the Piedmont Healthcare Foundation and on the Boards of the High Museum of Art, the Fernbank Museum of Natural History, and Piedmont Hospital, Atlanta. He is a recipient of the “Greater Good Award” by the Georgia Planned Giving Council in recognition of outstanding philanthropic contributions.


  • University of Michigan Law School, Juris Doctor,
    with Honors
  • Vanderbilt University, Bachelor of Arts,
    with Honors
  • State of Georgia
  • State of New York
    • Piedmont Healthcare Foundation, Board of Directors, Chairman (2010-19), Chairman Emeritus (2019-present)
    • High Museum of Art, Board of Directors
    • Piedmont Hospital Atlanta, Board of Directors
    • Fernbank Museum of Natural History, Board of Trustees
    • Atlanta Celebrates Photography, Advisory Board
    • Historic Oakland Foundation, Advisory Board
    • Shepherd Center, Advisory Board
    • Fiduciary Law Section, State Bar of Georgia (former Chairman)
    • Atlanta Estate Planning Council (former Board Member)
    • Community Foundation of Greater Atlanta (former Board Member)
    • Anti-Defamation League (former Board Member)


  • Fellow, American College of Trust and Estate Counsel
  • Chambers High Net Worth, Private Wealth Law, 2016-23
  • Georgia Super Lawyers, Estate Planning & Probate, 2004-22
  • Best Lawyers In America®, Trusts and Estates Law, 1995-2024
  • “Lawyer of the Year,” Best Lawyers In America®, 2014
  • “Legal Elite,” Georgia Trend, 2004-13
  • “Top 100,” Georgia Super Lawyers, 2006, 2008

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Private Wealth Newsletter

The Private Wealth group at AGG produces a newsletter which includes current information to the private wealth industry as well as articles and announcements, all for the benefit and interest of our clients and other industry members.