ABOUT US

Why

WMS

 

WMS Partners was founded in 1993 as a family office and an alternative for wealthy families to traditional financial-services firms—independent, transparent, and aligned with clients’ interests.

Today, WMS is bringing the benefits of a family office to a wider circle of families.

As The Open Family Office, WMS helps you handle all aspects of your financial life through sophisticated wealth planning, investing and family-legacy advice. Our advisors serve as fiduciaries and financial stewards, so your family can focus on the important things in life beyond money. (What is a family office?)

THREE-RINGS-VERTICAL
 

One of the Top 40 Independent Advisors in the U.S.

 

--BARRON'S MAGAZINE 2018 RANKINGS

WMS

At A Glance
  • Privately owned, founded 1993, fiduciaries since inception
  • Focused solely on advising individuals and families
  • Clients in more than 30 states
  • Client to Advisor Ratio 15:1 as of 12/31/2020*
  • Ranked by Barron’s as one of the Top 40 Independent Advisory Firms in the U.S.*
  • 64 employees
  • $4.3 billion AUM as of 12/31/2020*

*SEE OUR DISCLOSURES

 

What The Open Family Office Can Do For You

 

Investing

  • Cost-Sensitive Portfolio Customization
  • Custom Asset Allocation
  • Passive- and Active-Strategy Selection
  • Private Investments
  • Tax Efficiency
  • ESG/SRI Investing
  • Consolidated Reporting
 

Wealth Planning

  • Tax Strategies
  • Cash-Flow Management
  • Risk Management
  • Estate Planning
  • Fringe Benefit and Goal Planning
 

Family Legacy

  • Family Mission and Values
  • Philanthropic Advisory
  • Family Financial Education
  • Family-Business Consulting
  • Personal Business Services
  • Lifestyle Advisory

*Note that each client relationship is different; not all services are part of every relationship.