At White Tiger Connections, in partnership with Reality Advisory, we help Wealth Management Organizations (WMOs) integrate tailored CPA solutions that enhance their offerings, drive growth, and integrate services for their clients. Tailored Programs for Every Firm.
We understand that each WMO serves a unique client base. Our solutions are designed to meet the needs of firms of all sizes and client types:
Retail-Focused Firms
We provide scalable tax and related solutions for WMOs with significant retail client bases.
Mass Affluent Firms
Customized integrated tax programs and CPA services for businesses and high-income households with approximately $1M – $5M in investable assets.
HNWI/UHNWI Firms
We seed your WMO with one of our best CPA firms containing young and tenacious leadership and a scalable infrastructure and base for us to build on in partnership with you and your clients’ evolving needs.
How We Deliver Results
We understand that each WMO serves a unique client base. Our solutions are designed to meet the needs of firms of all sizes and client types:
Strategic M&A solutions deploying CPA firms into WMOs to achieve integration of a platform-driven financial services master offering.
Selective and proven joint venture partnership facilitation between your WMO and a right-size, right-offering tax firm with streamlined integration capability.
e understand that each WMO serves a unique client base. Our solutions are designed to meet the needs of firms of all sizes and client types:
Grow Your Firm with Confidence
Partner with us to deliver robust CPA solutions that meet your clients’ needs today and scale for tomorrow with you.
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We look forward to hearing from you!
