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?)
- Privately owned, founded 1993, fiduciaries since inception
- Focused solely on advising individuals and families
- Clients in more than 30 states
- $5.406 billion AUM as of 9/30/2023*
