Our clients are individuals and families, not institutions. Since WMS’s founding in 1993, our core strength has been advising wealthy families on the wide range of financial issues that impact them.
Over the years, we have found that many of our clients fall into certain categories, which are listed below. As you can see, our clients differ widely—from business owners to private equity partners, from medical professionals to corporate executives and inheritors of sudden wealth.
As the years have gone by, we have developed the technical planning and investing expertise to meet the varying needs of each type of client. In addition, we have built specialized teams to serve each category of client.
Over the years, we have learned that our most successful client relationships have certain elements in common: