About WMS Partners

WMS Partners is a family office and an alternative for wealthy families to traditional financial-services firms. WMS helps people handle all aspects of their financial life through sophisticated wealth planning, investing, and family-legacy advice. The company's advisors serve as fiduciaries and financial stewards, so families can focus on the important things in life beyond money.

Investment Details

Investment Range
Not specified
Investment Stage
Various stages
Industry Focus
Asset Management, Finance, VR/AR
Investor Type
Private Equity Firm

Investment Focus

Focus Areas
VR/AR Asset Management Finance