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Family WMS, LLC Overview
Type
Multi Family Office
General Information
Family WMS, LLC is a multi-family office headquartered in Memphis. Founded in 2007 by attorney Stephen House, the firm originated from his professional practice advising high-net-worth families on tax and estate matters and has grown to oversee holistic wealth management, planning and administrative services for multiple households. It structures bespoke portfolios, coordinates tax compliance and facilitates intergenerational wealth transfer—provides integrated tax, estate and investment management for multigenerational client families.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Memphis, TN, United States
Portfolio & Notable Allocations
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