RubinBrown Expands in Kansas City With Acquisition

RubinBrown Expands in Kansas City With Acquisition

St. Louis-based IPA 100 firm RubinBrown LLP (FY21 net revenue of $143.6 million) is merging in JMW & Associates of Overland Park, Kan.

“Our clients continually need help to navigate tax matters that impact their businesses and their families,” says RubinBrown chairman John Herber Jr. “This combination reflects RubinBrown’s commitment to expanding our tax services practice and ensuring our clients have a trusted advisor for all of their needs, personal and professional.”

Founded in 2005, JMW specializes in working with high-net-worth individuals and families, and family office groups, on tax and wealth planning services. The firm also provides family and business tax services, including estate and transfer planning, succession planning, trusts, family limited partnerships, corporate and partnership income tax compliance and consulting. Approximately 50 JMW partners and team members – including MP Anne Walker – will be joining RubinBrown’s private client services group in the deal.

“This combination will allow us to continue to serve our clients and deliver exceptional service with an expanded network of resources,” Walker adds.

 

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