Kyle Wagner

Kyle is a director with Baker Tilly’s family office practice. He works with clients in all aspects of their financial management. His goal is to relieve his clients of administrative and accounting burdens so they can concentrate on all aspects of their vision and philanthropic goals. His experience includes analysis and improvement of accounting policies, controls and procedures, and advising on systems and tools that streamline accurate and timely financial reporting.

Kyle’s experience began in public accounting with the audits of manufacturing and oil and gas clients. His time in auditing led him to specialize in the audits of hedge funds while working various accounting and advisory firms.

After his time in auditing, Kyle worked for several family offices. His family office experience specialized in preparing monthly and annual financial statements, including investment performance reports and projections for multiple family members and their related entities and trusts. Kyle was also in charge of overseeing annual fiduciary audits and Texas Banking Commission examinations.