WMS PARTNERS

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... 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?)... At WMS, we have 25 years of experience helping families navigate the complexities of their wealth through sophisticated planning and investing. We employ an open approach, partnering with our clients' accountants, attorneys and other advisors, and selecting the most compelling investments from outside managers.

Also known as: WMS

Primary location: Towson United States