Erin Wilms is a Partner and Head of Client Services at Fremont Group with responsibility to deliver comprehensive family office services and wealth management advice to the family. Erin joined Fremont in 2018. Prior to Fremont, Erin was a Managing Director and Head of Advanced Planning at UBS Financial Services, Inc. Over a decade at UBS she built out and managed the Advanced Planning team, working with the firm’s wealthiest families to deliver comprehensive wealth planning analysis and consultation on tax, estate planning and philanthropy issues. Before moving into wealth management, Erin was a practicing tax and estate planning attorney in Silicon Valley. Erin holds an LLM in Taxation f

Erin Wilms
Partner and Head of Client Services
Fremont Group
United States, California, Menlo Park
About Me
Profile Information
Partner and Head of Client Services
Fremont Group
Investment Team,Operations Team
Investor
Foundation
Menlo Park
California
United States
Sep 11, 2024
More profiles to browse
AF
Andrew Freeman
Managing Director

David Covin
President and Board Of Advisors
YS
Yotam Stanger
Director
KO
Katia Ostrovsky
Principal
You Might Like
RM
Robert Murphy
Senior Client Service Specialist
Pinnacle Wealth Management Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation