Announced
Completed
Synopsis
Homrich Berg, an Atlanta-based fee-only wealth advisor, completed the acquisition of WMS Partners, a multi-family office and registered investment adviser. Financial terms were not disclosed. “For us, every firm that joins Homrich Berg must be a cultural fit and share our strong belief in putting clients first through high-touch, fee-only comprehensive wealth management aligned with our core values. With aligned philosophies and a commitment to excellence, we are confident that the addition of WMS will serve as a seamless extension of our mission. Together, we are well-positioned to deliver unparalleled value to ultra-high-net-worth families while expanding our collective impact in the industry,” Thomas Carroll, Homrich Berg CEO.
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