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Family WMS, LLC Overview

Type

Family Office - Multi

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

Website:

Year Founded:

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Open To First Time Funds:

Institution Type:
Family Office - Multi

Primary Contact:

Title:

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Corporate Office:
Memphis, TN, United States

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Family Wms Llc | Altss LP Database