Duncan Campbell

Duncan Campbell



+1 (972) 748 0158

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Duncan is the leader of Baker Tilly’s private wealth practice and individual market vertical.

Duncan has more than 20 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. He works across Baker Tilly’s varied service offerings to develop forward-thinking, custom solutions for every client.

  • Provides a holistic, integrated experience for each individual or family, connecting them with specialists across our wealth management, client accounting and family business advisory teams
  • Develops and implements optimized tax strategies to save clients time, money and stress
  • Advises clients on sell-side transactions and family legacy planning post-sale
  • Provides trust, gift and estate services, including trust planning, multistate and international estate planning, lifetime transfer planning, financial planning, wealth transfer economic and tax analysis
  • Helps clients set up and manage private foundations and endowments from a tax perspective
  • Helps clients with the setup and structure of their family offices for tax efficiencies, estate planning, and asset protection needs.
  • Connects clients with other professionals across the firm that can help protect and enhance our clients’ values
  • Understands the unique dynamics of family enterprises and provides forward-thinking consulting on how to mitigate issues
  • Texas Society of Certified Public Accountants
    • Tax Summit Committee, member and speaker
    • Federal Tax Policy Committee member
  • American Institute of Certified Public Accountants
  • Dallas CPA Society
  • Texas Society of Certified Accountants’ Tax Institute Committee – Rising Star (2018)
  • National Academy of Public Accounting Professionals – Top 10 Public Accounting Professionals Rising Star in the State of Texas (2015)

Contributed to the following recent articles:

Participated in the following speaking engagements:

  • "Lender Management and its impact on family offices,” Private Wealth Estate and Trust Conference, Baker Tilly June 2023
  • “Individual tax update,” Year-end business tax planning series, Baker Tilly, November 2022
  • “M&A activity and future of public accounting,” Tax Summit, Texas Society of CPAs
  • “Year-end tax planning as a result of the 2020 presidential election, BOKF Education Series, Bank of Oklahoma
  • “Estate planning during COVID-19,” COVID Estate Planning Series, Atwood and McCall
  • “Nings, dings and chicken wings,” Tax Summit, Baker Tilly, December 2021
  • “Qualified business income deduction,” Tax Institute, Texas Society of CPAs
  • “The Tax Cuts and Jobs Act, your second change to get it right,” Tax Update, Dallas Society of CPAs
  • “Understanding the SECURE and CARES Acts,” Estate and Trust Conference, Baker Tilly, June 2020


Frisco, TX


Master of Science in accounting

Bachelor of Business Administration in accounting

Texas A&M University