Homrich Berg, which has $18 billion of assets under management, has been in expansion mode in recent months — especially in ...

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 ...

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

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 ...

US-based wealth advisor Homrich Berg Wealth Management (HB) has agreed to acquire WMS Partners, a Maryland-based multi-family office and registered investment adviser (RIA). This acquisition will ...

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 ...

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 ...

Investors are watching to see if technology companies and related heavyweights will add to recent strong profit gains and ...