Private Wealth

Family office services

Just as every family is unique, every family office’s needs are unique as well. Baker Tilly works with each family office to understand your goals and suggest solutions to meet and exceed them. Our specialists can help you not only structure but manage your family office with accounting, tax and wealth management services. We can assign a dedicated family office executive that will provide a bespoke experience. Or, we can work with your existing advisors to supplement their efforts with any of our core family office services.

Outsourced accounting

Unique to Baker Tilly is our dedicated client accounting services team for family offices and businesses. From private banking to credit and cash management and financial reporting, our specialists provide an upscale experience aligned with your family objectives.

Individual income tax planning and compliance

Taxes are a certainty, but have you considered proactively optimizing your tax planning and compliance? Doing so can put you, your family members and your business in the best possible position to achieve your goals.

Our tax professionals work with our clients on all forms of individual tax compliance and planning. We cover individual income tax, estate taxes and state income tax as well as international tax. Our international tax specialists help global clients navigate complex residency and non-residency rules, foreign tax credits and more. We also teach clients how to manage private foundations and endowments from a tax perspective.

Trust and estate planning

Protecting your wealth for future generations is key to building your legacy. In addition to traditional estate planning services, we also offer tax analysis for domestic and international wealth transfer. And, we offer planning assistance for several areas, including charitable giving/foundations, special needs and incapacity and asset protection.

Wealth management

We know your life is measured in more than just numbers. That’s why Baker Tilly Wealth Management advisors take the time to get to know you and your financial goals. We want to see the full picture of your life and help you live it to the fullest.

Baker Tilly Wealth Management (BTWM) is our registered investment advisor, providing full-service private wealth management solutions. We offer investment consulting, retirement, concierge and insurance planning services to enhance and protect your personal wealth strategy. And, we have the business management and retirement planning services to propel your business forward, too. BTWM advisors can manage your assets or provide investment advice on assets being managed by you or another advisor.

Family Wealth Insights

Do you have multiple assets managed by several advisors? Are those assets in different locations? Having a centralized view of your financial picture is possible with Baker Tilly’s Family Wealth Insights solution. Leveraging Addepar to aggregate your assets into one portal, Family Wealth Insights allows you to analyze and visualize your portfolio. One view of your wealth will equip you with information to make informed and enhanced decisions for your future.