Frank R. Cassidy

Managing Director – San Francisco

Frank Cassidy, the Office Managing Director of the San Francisco office of WTAS, has over 16 years of experience in taxation. His primary practice involves helping high net worth individuals preserve wealth through strategic income and estate planning.

Frank serves a variety of clients ranging from entrepreneurs who founded companies, to multi-generation family groups that have passed wealth from generation to generation. He also advises partners of hedge funds and private equity firms.

Frank serves as a WTAS firmwide resource on individual tax planning matters. Before joining WTAS, he was with an international professional services firm.

Email: frank.cassidy@wtas.com

Office: 415.764.2720

Fax: 415.764.2770

Education

• University of California at Davis, AB (Political Science and Economics)
• University of California, Hastings College of the Law, JD