Willkie is advising WMS Partners, a $6.4 billion multi-family office and registered investment adviser based in Towson, Maryland, in connection with its acquisition by Homrich Berg Wealth Management, a leading Atlanta-based fee-only wealth advisor with offices across the Southeast.

On December 11, Homrich Berg Wealth Management announced that it entered into a definitive agreement to acquire WMS Partners. The acquisition will bring Homrich Berg’s total assets under management to over $24 billion and expand its footprint to include 10 offices across five states.

Since 1993, WMS Partners has provided a suite of wealth management and family office solutions for high- and ultra-high-net-worth individuals and families, including robust trust and estate planning capabilities and a sophisticated private investments platform.

The Willkie team is led by partner Manuel Miranda and includes partners Bissie Bonner and Elliot Gluck and associate Erin Kaufman.