Introducing The Open Family Office

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Bringing the benefits of a family office to a wider circle of families

A Focus on Families

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Specialized expertise for families like yours

Whom We Serve

Our Thinking

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Our thoughts on the topics that matter most to you

Family-Legacy Insights
Wealth-Planning Insights
Investing Insights

Insights & News

Tax Planning Takes on Even Greater Significance in This Election Year
There has been a great deal of discussion and speculation concerning possible changes to estate and income tax laws depending on the results of the.
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WMS Partners Recognized by Barron's as a Top Registered Independent Advisor
WMS Partners is pleased to announce that Barron's magazine has recognized WMS as one of the Top Registered Investment Advisors (RIA) in the U.S.
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The Case for International Stocks
A global approach to portfolio construction
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