WTAS professionals have extensive experience in providing financial and tax planning, compliance and administrative services to high net worth individuals and their families.

Individual and fiduciary WTAS provides a broad array of services to individuals and fiduciaries, including income tax planning and compliance, private accounting solutions and fiduciary consulting services. More...

Estate and gift tax planning and compliance WTAS takes a holistic approach in identifying and solving complex financial and family issues involved in preserving, maximizing and transferring wealth among generations. More...

Charitable giving As author of the highly regarded treatise, Tax Economics of Charitable Giving, WTAS has the necessary knowledge and experience to help clients achieve their philanthropic objectives. More...

Family office and private accounting WTAS provides private outsourced accounting services, advice and technical support to high net worth individuals and family offices of all sizes. More...

Executive financial counseling WTAS provides comprehensive and objective tax and financial counseling services to executives of public and private companies. More...

International tax consulting and compliance International high net worth individuals and their families face exceedingly complex issues and choices. More...