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?)
One of the Top 40 Independent Advisors in the U.S.
--BARRON'S MAGAZINE 2018 RANKINGS
- 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.*
- 71 employees
- $5.7 billion AUM as of 12/31/2021*
What The Open Family Office Can Do For You
- Cost-Sensitive Portfolio Customization
- Custom Asset Allocation
- Passive- and Active-Strategy Selection
- Private Investments
- Tax Efficiency
- ESG/SRI Investing
- Consolidated Reporting
- Tax Strategies
- Cash-Flow Management
- Risk Management
- Estate Planning
- Fringe Benefit and Goal Planning
- 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.