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

HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the ...

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

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

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 ...

Homrich Berg, a fast-expanding wealth management firm, said it has sold a minority stake to private-equity firm TPG. The ...

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 ...

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 ...

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.

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 ...

"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.