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 ...

By Caroline Valetkevitch NEW YORK (Reuters) -Investors are watching to see if technology companies and related heavyweights ...

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 ...

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.

"We are in a new world of higher interest rates that we haven’t seen for 10-plus years since the Great Financial Crisis," Jeff Rosengarten, a principal at Homrich Berg in Atlanta, said in an email.

Joanna Irwin will help lead the firm's next stage of growth, Homrich Berg said.

And the Atlanta-based RIA Homrich Berg buys up a $6.4 billion multifamily office and advisory practice. Steward Partners forms new hybrid branch on West Coast ...