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Erin Wilms

Partner and Head of Client Services

Fremont Group

United States, California, Menlo Park

About Me

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

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Profile Information

Partner and Head of Client Services

Fremont Group

Investment Team,Operations Team

Investor

Foundation

Menlo Park

California

United States

Sep 11, 2024

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