Executive Financial Counseling
We can provide financial counseling to executives.
Family Office and Private Accounting
Designed to serve the unique needs of wealthy families.
WTAS professionals have extensive experience in providing financial and tax planning, compliance and administrative services to high net worth individuals and their families.
Our clients are at the center of our operating model which is structured to allow us to be entrepreneurial and proactive in our approach, and enables our Managing Directors to “roll up their sleeves” and work directly with you. As a WTAS client, the professionals you get to know in your first meeting are the same professionals who will be working with you throughout the process. Use the links to the left to access additional information about the variety of services we provide. In addition, please feel free to contact us for additional information or to discuss other services.