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 ...

Homrich Berg, a fast-expanding wealth management firm, said it has sold a minority stake to private-equity firm TPG. The ...

Flush with capital from a private equity investment, Homrich Berg is making moves. The Atlanta-based wealth management firm has completed a major acquisition. Homrich Berg has closed its purchase ...

Homrich Berg hires an advanced tax planning specialist, and Synovus Financial names a new CEO of its family office unit. Two Georgia financial services companies have made executive moves in a key ...

Homrich Berg, the Atlanta-based RIA with $18 billion in assets under management, is bolstering its appeal to well-heeled clients with a strategic hire to bolster its wealth planning. On Monday ...

The New York-based firm's new unit will be headed by a seasoned Blackstone veteran, with a team of alums from Carlyle, Nuveen ...

Homrich Berg, an Atlanta-based RIA integrator with $18 billion in assets, has hired Tim Tallach as director of advanced tax planning and family office services, a newly created role within the HB ...

“For us, every firm that joins Homrich Berg must be a cultural fit and share our strong belief in putting clients first through high-touch, fee-only comprehensive wealth management aligned with ...

"Tim's appointment marks a significant enhancement in our ability to offer specialized tax guidance to clients," said Thomas Carroll, President and CEO of Homrich Berg. "His established track ...

"We are in a new world of higher interest rates that we haven’t seen for 10-plus years since the Great Financial Crisis," Jeff Rosengarten, a principal at Homrich Berg in Atlanta, said in an email.