The Atlanta-based firm's is raising its appeal to the affluent with a newly created position within its family office and ...

Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its ...

Homrich Berg, a fast-growing wealth management firm, will buy WMS Partners, a $6.4 billion multifamily office and registered investment advisor in Towson, Md. The acquisition is the largest ...

Nearly three months after getting a key investment from TPG, Atlanta-based wealth giant Homrich Berg is making a splash with a deal to snap up a multibillion dollar RIA. On Wednesday, the $18 ...

and we are thrilled to join forces with WMS Partners who we have long admired for their unwavering commitment to serving as a fiduciary to client families,” said Homrich Berg President and CEO ...

Adding WMS would increase the size of Homrich Berg by 34%, to nearly $25 billion of assets under management. It took 18 months, but Atlanta-based wealth management firm Homrich Berg has reeled in ...

Atlanta-based Homrich Berg is acquiring WMS Partners, a $6.4 billion multi-family office and RIA in Maryland. This will boost the firm’s total assets under management above $24 billion.

Atlanta-based wealth advisor Homrich Berg announced today that it has entered into a definitive agreement to acquire WMS Partners, a $6.4 billion multi-family office and registered investment ...

Notably, the acquisition is the first since hiring Andrew Page, Head of Corporate Development at Homrich Berg, to lead its mergers and acquisitions activities. The WMS acquisition will bring HB ...