Chaka Lockhart leads Baker Tilly’s family office client accounting services practice. She is a certified public accountant with more than 20 years of experience in both the private and public sectors.
- Family office services for ultra-high-net-worth individuals and families
- Personal and corporate financial management, including budgeting, forecasting and cash management
- Household employee management matters
- Insurance reviews
- Luxury asset management, such as aircraft and artwork
- Personal financial statements for high-net-worth individuals
- Accounting, reporting and operational matters for private foundations
- Internal controls, design and implementation for family offices and private companies
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Headlands Center for the Arts, director, finance committee chair and treasurer
Location
San Francisco, CA
Education
Bachelor’s degree in management with an emphasis in accounting
Golden Gate University