Family Office
Executive Managing Director
CPA
Director
CPA
Partner
CPA
Partner
CFP®, CEPA
Executive Managing Director
CPA
Partner
CPA
Partner
Director
CPA
Director
Partner
CPA
Partner
CFA®
Executive Managing Director
MBA
Principal
At Baker Tilly, family-owned enterprises are synonymous with family offices. Based upon your aspirations, we’ll build a tailored blueprint using sophisticated services to surpass your expectations now and future goals.
Baker Tilly’s family office practice has clients ranging in size from one or two families to multiple families and generations. Our experience enables us to work collaboratively with all family members and their related entities, while maintaining confidentiality.
Our professionals provide a bespoke experience, meaning that we can help with anything your family office needs. Our services span tax compliance, consulting, wealth management, financial reporting and analysis, as well as structuring, management and support.
As your family office evolves, we will consistently recommend new, innovative solutions to address even the most complex desires. Our specialists will guide you along your quest toward establishing a lasting legacy.
Given the unique structure of family offices, every service your advisor provides impacts another. Without a comprehensive view, your family office can have blind spots, creating issues that impede your ability to move forward. Having an advisor who understands – and more importantly can provide – these interconnected services is crucial. It allows for an all-encompassing view of your portfolio and sets you up to achieve your objectives faster.
Baker Tilly’s comprehensive family office approach gathers specialists who work together under one point of contact. This approach provides valuable insights for you to make decisions about your future path.
Every family office has different aspirations. We have the distinctive knowledge to navigate the intricacies of your family regardless of size or generation. Your family office may only need one of our services now, or several in the future. Our professionals will consistently work with you and your existing advisors to cultivate the right mix.
As you grow or your goals transform, we stand ready with additional guidance and benefits. Working with Baker Tilly means continuous progression toward an enriched future.
Baker Tilly Wealth Management’s Kelly Baumbach was recently interviewed by Addepar. She discussed our new solution, Family Wealth Insights, and its benefits to our clients as well as integration capabilities. She also discussed Baker Tilly’s investment in the family office space and why the time is now. Read the article on Addepar’s website to learn more.
“Baker Tilly works with multigenerational families that possess a desire to leave a lasting legacy, whether charitable, generational or both. We work alongside each family to design a structure that aligns with each generation’s goals. From there, we apply our concierge approach to help govern your family enterprise using seasoned professionals and solutions.”Duncan Campbell, Partner
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Insurance products are offered through Baker Tilly Vantagen, LLC. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2024 Baker Tilly Wealth Management, LLC