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
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Managing Director and COO
Members only

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