Advisory
RubinBrown Combines with JMW & Associates to Expand in Kansas City
JMW will join RubinBrown’s Private Client Services Group, which also offers high-net-worth individuals and families, family office groups, and their associated businesses, sophisticated, integrated, and confidential tax and wealth advisory solutions.
May. 04, 2022
RubinBrown LLP, is joining forces with Kansas City based JMW & Associates, LLC. John F. Herber, Jr., CPA, CGMA, chairman, RubinBrown, and Anne Walker, managing partner, JMW & Associates jointly made the announcement.JMW & Associates has been serving clients for over 15 years.
The company specializes in working with high-net-worth individuals and families, and family office groups on tax and wealth planning services. They also provide family and business tax services, providing a full scope of offerings such as estate and transfer planning, succession planning, trusts, family limited partnerships, corporate and partnership income tax compliance and consulting.
JMW will join RubinBrown’s Private Client Services Group, which also offers high-net-worth individuals and families, family office groups, and their associated businesses, sophisticated, integrated, and confidential tax and wealth advisory solutions.
Approximately 50 JMW & Associates partners and team members will be joining RubinBrown and will continue to be based in Kansas City.“We are very excited to be joining forces with RubinBrown,” said Walker.
“This combination will allow us to continue to serve our clients, and deliver exceptional service with an expanded network of resources.”“Our clients continually need help to navigate tax matters that impact their businesses and their families,” said Herber. “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.”
“Kansas City is a dynamic and thriving business marketplace,” said Todd Pleimann, office managing partner of RubinBrown’s Kansas City office. “This combination echoes RubinBrown’s dedication to expansion in the market and bringing together exceptional professionals to provide superior service to clients.”RubinBrown is the nation’s 42nd largest accounting and business consulting firm. The combination of RubinBrown LLP and JMW & Associates, LLC is effective June 1, 2022.