Homrich Berg, which has $18 billion of assets under management, has been in expansion mode in recent months — especially in ...
Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its ...
The Atlanta-based firm's is raising its appeal to the affluent with a newly created position within its family office and ...
Homrich Berg, a fast-growing wealth management firm, will buy WMS Partners, a $6.4 billion multifamily office and registered investment advisor in Towson, Md. The acquisition is the largest ...
US-based wealth advisor Homrich Berg Wealth Management (HB) has agreed to acquire WMS Partners, a Maryland-based multi-family office and registered investment adviser (RIA). This acquisition will ...
The combined firm will have $25 billion in assets and more than 300 employees. STORY HIGHLIGHTS Homrich Berg acquires WMS Partners, expanding outside the South. The combined firm will manage $25 ...
Investors are watching to see if technology companies and related heavyweights will add to recent strong profit gains and ...
And the Atlanta-based RIA Homrich Berg buys up a $6.4 billion multifamily office and advisory practice. Steward Partners forms new hybrid branch on West Coast ...
HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the addition of Tim Tallach, J.D., CPA, as Director of Advanced Tax Planning and ...