Wealth Management

Building the Future of Integrated Wealth & Tax Advisory

Wealth management is shifting. High-net-worth clients expect more than portfolio strategy—they’re looking for fully integrated financial solutions under one roof.

At White Tiger Connections, we help wealth management firms grow into tax, accounting, and business advisory services through targeted acquisitions or in-house buildouts. Whether by creating a new division or acquiring a firm, we help structure the right move—aligned with your model, your clients, and your long-term goals.

Who We Work With

RIAs & BDs

$500M to $50B in AUM

Multi-family offices

PE-backed ORGs

Key Industry Challenges

..and how we solve them

The Future of Wealth Management

Tax & Estate Integration

High-net-worth clients want a one-stop-shop experience. Firms that fail to offer end-to-end financial services risk losing business to fully integrated competitors.

Our Solution

We help RIAs build comprehensive service ecosystems that increase client retention and total enterprise value.

M&A and Expansion

Right Structure

Buying a CPA firm or building an in-house tax division is not just about adding a service—it’s about structuring it for long-term success.

Our Solution

We align M&A, leadership recruitment, and process integration so firms can scale into tax, estate planning, and accounting without operational headaches.

Top Talent Is Scarce

High-value tax and accounting professionals are in short supply, and most firms struggle to attract the talent needed to lead a new division.

Our Solution

We recruit across Tax, Estate Planning, and Accounting for Initiative Champions to scale high-performing divisions within Financial Services organizations.