Asset Management
Be efficient, compliant and transformative with the right operational strategies for your goals, and the right asset management industry advisors to help get you there.
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Be efficient, compliant and transformative with the right operational strategies for your goals, and the right asset management industry advisors to help get you there.
Your operational needs continue to expand as you grow. Keep your focus on the core of your growth and let our advisors help you with asset management solutions, including cybersecurity and internal accounting (outsourced accounting services) practices.
You need to build investor confidence, comply with regulations and deliver performance. Rely on your Baker Tilly team for their deep knowledge gained by serving:
From private equity firms and their portfolio companies to family office, Baker Tilly leverages industry knowledge and operational experience to offer clients value from the fund level down through the entire portfolio.
Baker Tilly’s family office professionals combine expertise with forward-thinking strategy. We're committed to helping our clients build a legacy and vision that is unique to their family.
The financial services industry continues to diversify, but competition and more complex vendor relationships make determining business strategy more complicated.
An experienced advisor and real estate investment consultant for real estate investment funds, private equity real estate, REITs, institutional investors, family offices, endowments and foundations.
We help technology companies go to market with confidence.
Drive your mission forward with Baker Tilly's not-for-profit navigators.
Navigating an evolving industry while also meeting compliance requirements, managing cybersecurity threats and data privacy and mitigating regulatory/financial risks can be overwhelming. Our specialists can help you reach your financial and operational goals while proactively embracing new technology and staying on top of policy shifts and economic challenges.
Baker Tilly offers a bespoke suite of business support services designed to meet the unique needs of RIAs. Our solutions are developed specifically to meet your fund’s needs, encompassing fund administration outsourcing, accounting, tax, valuation, human resource administration and anti-money laundering (AML) compliance. Gain key benefits including scalability, all-inclusive vendor services, white glove assistance, access to specialty offerings, comprehensive support and utilizing key technology.
Baker Tilly’s transaction advisory services team provides straightforward advice to clients on every critical business decision before, during and after a transaction.
We provide cybersecurity services to maximize the confidentiality, integrity and availability of your critical information assets and reduce cyber risk.
Leverage industry-specialized internal audit services for organizational success.
When critical situations arise, organizations count on Baker Tilly to deliver accurate and reliable financial analysis to help forge a path forward.
Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks
