# Family WMS

Family WMS is a Multi Family Office based in Athens, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Athens, United States
- **Region:** North America
- **Address:** Memphis, TN, United States
- **Founded:** 2007
- **Assets under management:** 581 (Altss estimate)
- **Website:** familywms.com
- **LinkedIn:** https://www.linkedin.com/company/family-wms-llc

## Regulatory record

- **CRD number:** 126456
- **SEC file number:** 801-61987
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126456

## About

Stephen House established Family WMS in 2007. The firm grew from his legal work advising families on tax and estate matters into a multi-family office serving several households. Family WMS structures client portfolios that include public equities, private equity, private credit, and real estate. Confirmed holdings reference Blackstone Private Equity Strategies Fund and Capital Group Alternative Strategies Fund. The firm maintains a North American focus and offers direct investment access alongside fund commitments. The firm reports $581 million in assets under management. It operates from its Memphis headquarters with an additional presence in Athens, Georgia. Key client relationships include Gregory S. Daily, founder of i3 Verticals. Family WMS maintains separate administrative services for client foundations such as the Daily Family Foundation and the Daniel & Julianna Garrison Foundation.

## Sectors

- Private Equity
- Private Credit
- Real Estate
- Public Equities
- Fixed Income

## Offices

- Athens, GA

## People

- Stephen House — Founder

## Questions

### Who runs investment decisions at Family WMS?

Stephen House founded the firm and oversees its direction. Scott Shows serves as a financial advisor at the Memphis office. Leslie Allen leads the Athens, Georgia branch.

### Does Family WMS participate in fund commitments or only direct deals?

The firm uses both approaches. It holds positions in Blackstone and Capital Group alternative funds while offering clients direct opportunities in private equity, private credit, and real estate.

### How is Family WMS related to its client foundations?

Family WMS provides administrative and tax compliance services to client vehicles including the Daily Family Foundation and the Daniel & Julianna Garrison Foundation.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/family-wms-llc

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