December 11, 2024
Willkie is advising WMS Partners, a $6.4 billion multi-family office and registered investment adviser based in Towson, Maryland, in connection with its acquisition by Homrich Berg Wealth Management, a leading Atlanta-based fee-only wealth advisor with offices across the Southeast.
On December 11, Homrich Berg Wealth Management announced that it entered into a definitive agreement to acquire WMS Partners. The acquisition will bring Homrich Berg’s total assets under management to over $24 billion and expand its footprint to include 10 offices across five states.
Since 1993, WMS Partners has provided a suite of wealth management and family office solutions for high- and ultra-high-net-worth individuals and families, including robust trust and estate planning capabilities and a sophisticated private investments platform.
The Willkie team is led by partner Manuel Miranda and includes partners Bissie Bonner and Elliot Gluck and associate Erin Kaufman.
On December 11, Homrich Berg Wealth Management announced that it entered into a definitive agreement to acquire WMS Partners. The acquisition will bring Homrich Berg’s total assets under management to over $24 billion and expand its footprint to include 10 offices across five states.
Since 1993, WMS Partners has provided a suite of wealth management and family office solutions for high- and ultra-high-net-worth individuals and families, including robust trust and estate planning capabilities and a sophisticated private investments platform.
The Willkie team is led by partner Manuel Miranda and includes partners Bissie Bonner and Elliot Gluck and associate Erin Kaufman.
