Matt Mantani

Matt Mantani

Matt Mantani is a director with Baker Tilly’s family office practice. He has more than 10 years of experience. He provides a wide range of customized services for each client, from advising on complex intergenerational wealth strategies to bill payment and oversight of household personnel.

  • Family office services for ultra-high-net-worth individuals and families
  • Financial reporting and budget analysis
  • Accounting, reporting, and operational matters for private foundations
  • Accounting and management of large personal assets, such as aircraft and yachts
  • Payroll and employee management for household employees
  • Preparation of quarterly and yearly financial reporting packages
  • Preparation of annual budgets
  • Insurance reviews
  • Preparation of 1099s, business property taxes and entity annual report filings
  • Oversight of cash management and accounts payable/receivable process
  • Management of full cycle accounting functions
  • California Society of Certified Public Accountants (CalCPA)
  • Cal Poly Accounting Advisory Board
  • Gilroy Foundation

Location

San Jose, CA (Technology Drive)

Education

Bachelor of Business Administration in accounting

California Polytechnic State University, San Luis Obispo

Expertise