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 ...

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 ...

Analysts expect S&P 500 companies overall to have increased earnings by 9.6% in the fourth quarter of 2024 compared with the ...

The combined firm will have $25 billion in assets and more than 300 employees. STORY HIGHLIGHTS Homrich Berg acquires WMS Partners, expanding outside the South. The combined firm will manage $25 ...

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.

"Tim's appointment marks a significant enhancement in our ability to offer specialized tax guidance to clients," said Thomas Carroll, President and CEO of Homrich Berg. "His established track ...

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 ...