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WPA Family Office Overview
Type
Multi Family Office
Year Founded
2021
General Information
WPA Family Office is a multi-family office headquartered in Dallas. Founded in 2021 by wealth advisors whose careers span private banking and investment management, the firm traces its capital roots to the partners’ professional practice rather than a single operating business. It supports affluent families with integrated planning, discretionary portfolio management, and administrative coordination—delivers disciplined, conflict-free stewardship.
Contact Information
Website:
https://www.wpafamilyoffice.com
Year Founded:
2021
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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