Family Wealth Insights
Kelly Baumbach
CFP®, CEPA
Executive Managing Director
Duncan Campbell
CPA
Principal
Jaime K. Lawson
CPA, MBA, PFS™
Principal
Jeanette Musacchio
Principal
Ken West Jr.
Principal
High-net-worth individuals, families and family offices often have complex assets managed by multiple advisors.
These disparate assets lead to difficulty in decision making when it comes to investment management and financial and tax planning. To solve this problem, Baker Tilly created our technology reporting solution, Family Wealth Insights powered by Addepar.
So, what is Family Wealth Insights?
Baker Tilly’s Family Wealth Insights solution combines the latest technology with seasoned advisors. And, it will equip you and your advisors with the strategic information to make sound financial decisions. Here’s how.
Explore the benefits of our solution
Personalized, protected financial dashboard
- Aggregate every ownable asset, like art/car collections, stocks, alternative assets, for a complete, consolidated view of your net worth
- Instantly analyze and visualize your encrypted information anytime, anywhere via mobile
- Easily create custom reports in minutes and securely upload files
Optimized workflows backed by real-time data
- Align portfolios to targets with portfolio decisions
- Model asset allocations, including illiquid assets
Integrated private wealth experience
- Unified onboarding process
- Seamless collaboration between all of your advisors and you, equipping them with strategic information to suggest future solutions
- Access to Baker Tilly’s vast network of professionals
“At Baker Tilly, our advisors constantly ask “what if” and challenge themselves to suggest new, forward-thinking solutions. Family Wealth Insights is just that — an innovative, future-leaning solution — developed to help our clients enhance and protect their legacies.”Duncan Campbell, Partner
Client spotlight: Integration and innovation: How Baker Tilly leverages Addepar to power optimal family office outcomes
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.
Interested in taking your insights a step further?
Family Wealth Insights homogenizes data from various sources. The data can then be imported into general ledger accounting systems like QuickBooks, Sage Intacct and AgilLink. Sage Intacct and AgilLink’s compatibility with Addepar enhances the client experience further with direct data feeds. This seamless integration ensures accurate and timely transmission of data, maximizing the efficiency and effectiveness of your financial operations.
The information provided here is of general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances a professional should be sought. Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. 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.
BTWM is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC