Leadership

Erin Wilms
Partner
Head of Client Services


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 from New York University School of Law, a JD from the University of San Diego School of Law, and a BA in English from the University of Missouri – St. Louis. She is admitted to practice law in California and before the United States Tax Court. Erin is a former member of the Executive Committee of the Taxation Section of the State Bar of California.

 


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