top of page

WELLINGTON & MOORE LLC

It's not just about the numbers, we know what your money needs. 

About Us

ABOUT US

Wellington & Moore is an independent Wealth and Tax Advisory firm dedicated to serving entrepreneurs, high-net-worth individuals, and internationally mobile families with sophisticated financial and fiscal solutions.

Founded on the principles of integrity, discretion, and technical excellence, we provide tailored advisory services that bridge wealth structuring, tax optimization, and cross-border planning. 

Operating in an increasingly complex global landscape, Wellington & Moore supports clients across multiple jurisdictions, assisting with international tax planning, asset protection, corporate structuring, succession planning, and family office advisory. We work closely with legal professionals, banks, trustees, and investment managers to ensure fully integrated and compliant solutions.

What distinguishes Wellington & Moore is our client-centric philosophy. We do not offer standardized products or one-size-fits-all advice. Instead, we act as long-term strategic partners, delivering independent guidance grounded in transparency, confidentiality, and professional rigor.

Our clients value our ability to simplify complexity, anticipate regulatory change, and protect wealth across generations—while maintaining the highest standards of ethical and professional conduct.

Wellington & Moore: clarity, structure, and confidence in global wealth and tax advisory.

OUR SERVICES

INTERNATIONAL
TAX PLANNING

Our International Tax Planning service supports clients in structuring assets, businesses, and income streams across multiple jurisdictions, reducing tax exposure while ensuring full regulatory compliance. We deliver bespoke, forward-looking strategies designed for cross-border operations, international mobility, and long-term wealth preservation.

STRATEGY AND OPERATION

Our Strategy and Operations advisory helps clients design efficient business models and operational frameworks that support growth and resilience. We align strategic vision with execution, optimizing structures, processes, and governance to enhance performance, scalability, and long-term value creation across international operations.

WEALTH & ASSET
PROTECTION

Our Wealth and Asset Protection service safeguards personal and family wealth from legal, financial, and geopolitical risks. We design robust structures that preserve assets, ensure continuity, and support long-term succession planning, while maintaining confidentiality, control, and full compliance with international regulations.

Testimonials

TESTIMONIALS

“Wellington & Moore provided exceptional clarity in managing our international tax and corporate structure. Their ability to combine technical precision with strategic vision made a complex cross-border situation both efficient and fully compliant.”

Marko Gladic, Enterpreuner, International Business Owner

Contact Us
CONTACT
LOCATION
OPENING HOURS

Email: info@wellingtonmoore.com
Phone: +1 (800) 520 1859
Fax: +1 (800) 520 1859

Wellington & Moore LLC
95 Third Street

San Francisco, CA 94158

Mon - Fri: 8am - 6pm

​​Saturday: 8am - 1pm

​Sunday: Closed

© 2025 by WELLINGTON & MOORE, all rights reserved

  • LinkedIn
bottom of page