Ron LaVelle is a principal with Baker Tilly’s private wealth practice. He is a certified public accountant with more than 25 years of experience in finance and accounting.
- Family office creation, development and management
- Complex income tax, estate, gift and financial planning for ultra-high-net-worth individuals and multigenerational families
- Tax planning for closely held corporations and partnerships
- Family-owned business governance
- Multigenerational, ultra-high-net-worth family dynamics and governance
- Internal controls, design and implementation for family offices and private companies
- Acquisition, development and disposition of real estate holdings
- Luxury asset management, such as aircraft and artwork
- Household employee management matters
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Guardian Gym, board member
- Volunteers of America (fka Foster a Dream), former board member
Location
Walnut Creek, CA
Education
Bachelor’s degree in accounting and finance
University of California, Berkeley