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.

Chaka Lockhart leads Baker Tilly’s family office client accounting services practice.

Bachelor’s degree in management with an emphasis in accounting
Golden Gate University

Family office services for ultra-high-net-worth individuals and families

Personal and corporate financial management, including budgeting, forecasting and cash management 

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

Baker Tilly is honored to be a gold sponsor of the 59th annual Heckerling Institute on Estate Planning. Attendees will have access to numerous sessions hosted by estate planning specialists covering topics on important tax and non-tax planning issues. Some of these topics include: Planning with trusts Litigation Charitable giving and philanthropy International planning And more! If you are attending, make sure to stop by Baker Tilly’s booth (#509) to learn more about our service offerings and for a chance to win a reMarkable tablet. For more information, please visit the Heckerling Institute on Estate Planning website.   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. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.

Chaka Lockhart

Location

San Francisco, CA

Education

Expertise

Chaka's upcoming events

Conference

Heckerling Institute on Estate Planning