Family Office

Wpa Family Office, LLC

WPA Family Office is an independent boutique wealth management firm offering comprehensive family office services as a turn-key multi-family office team for hire. They provide direct private equity access, universal reporting across balance sheets, tax and wealth planning solutions, and customized financial planning al

Assets Under Management
$50M-$250M
Headquarters
Dallas, TX
Asset classes & sectors
Family Office ServicesFinancial PlanningIndependent Boutique FirmInvestment ManagementTechnology-EnabledWealth Management

Decision-makers

Tyler Gregory Beeson
MANAGING MEMBER
James A. White
MANAGING DIRECTOR, WEALTH ADVISOR & PORTFOLIO MANAGER
Tina Louise Hernandez
MANAGING DIRECTOR, CHIEF OPERATING OFFICER
Brandon Garrett Searcy
MANAGING DIRECTOR, WEALTH ADVISOR
Lindsay P Ilizaliturri
CHIEF COMPLIANCE OFFICER, VICE PRESIDENT
Tina Hernandez Patterson
Managing Director and COO
James White
Vice President, Private Client Manager
Tyler Beeson
Founding Partner
Tina Hernandez Patterson
Managing Director and COO
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Managing Director and COO
Members only

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