Homrich Berg
Founded in Atlanta in 1989, Homrich Berg offers comprehensive wealth management services, including fiduciary fee-only investment management and financial planning. They cater to individuals, families, foundations, and nonprofits, providing tailored strategies for asset growth and preservation.
Top Stages
1 past transactions
WMS Partners
Acquisition in 2024
WMS Partners is a wealth management firm and family office based in Towson, Maryland, established in 1993. It provides comprehensive wealth planning, investment management, and family-legacy advisory for high-net-worth individuals and families. The firm acts as fiduciaries, coordinating with a network of professionals such as accountants, attorneys, consultants, insurance professionals, and philanthropic advisors to help clients manage all aspects of their financial life.
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