Private Wealth

Family office services

Just as every family is unique, every family office’s needs are unique as well. Baker Tilly works with each family office to understand your goals and suggest solutions to meet and exceed them. Our specialists can help you not only structure but manage your family office with accounting, tax and wealth management services. We can assign a dedicated family office executive that will provide a bespoke experience. Or, we can work with your existing advisors to supplement their efforts with any of our core family office services.

Wealth management

We know your life is measured in more than just numbers. That’s why Baker Tilly Wealth Management advisors take the time to get to know you and your financial goals. We want to see the full picture of your life and help you live it to the fullest.

Baker Tilly Wealth Management is our registered investment advisor, providing full-service private wealth management solutions. We offer investment consulting, retirement, concierge and insurance planning services to enhance and protect your personal wealth strategy. And, we have the business management and retirement planning services to propel your business forward, too.

Private wealth tax planning and compliance

Taxes are a certainty, but have you considered proactively optimizing your tax planning and compliance? Doing so can put you, your family members and your business in the best possible position to achieve your goals.

Our tax professionals work with our clients on all forms of individual tax compliance and planning. We cover individual income tax, estate taxes and state income tax. And, we teach clients how to manage private foundations and endowments from a tax perspective.

Trust and estate planning

Protecting your wealth for future generations is key to building your legacy. In addition to traditional estate planning services, we also offer tax analysis for domestic and international wealth transfer. And, we offer planning assistance for several areas, including charitable giving/foundations, special needs and incapacity and asset protection.

Family business advisory

Whether your family business has thrived throughout generations or is just starting out, Baker Tilly is here to help. Our family business advisors are knowledgeable in the unique benefits and challenges family businesses face. Rely on us for succession planning and next generation development, ownership transitions/exit planning, growth strategy, conflict management and M&A assistance.