Private Wealth
Private Wealth
Baker Tilly’s private wealth professionals are committed to enhancing and protecting your legacy now, for tomorrow.
We understand that client legacies are complex and need to change or scale over time. At every stage of life and business, our team offers tailored, sophisticated solutions. From planning, advisory and tax to wealth management services, we can help you overcome any challenge, year after year.
Our private wealth services
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 manager to your family office that will provide a concierge experience for a flat fee. 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.
What you can expect from us
Innovative solutions fueled by curiosity and collaboration
Working across Baker Tilly’s varied service offerings to develop forward-thinking solutions for our high-net-worth clients is second nature for us. Our professionals constantly ask “what if …” and challenge themselves to suggest new solutions using our advanced capabilities and specialized services. Doing so allows us to address problems from new positions to help you protect your legacy.
A customized vision for the short- and long-term
Your legacy is a complex, ambitious quest to make an impact on those closest to you and on the world. We know your goals will shift and scale over time. We will adapt our approach to help you navigate potential pitfalls; you don’t stand still and neither do we. Let’s start now and help you realize your vision for now and in the future.
Relationships built on transparency and humanity
We commit to doing what’s right for you, not because we should, but rather we want to. We don’t avoid tough conversations, but rather embrace opportunities to grow and explore with you as you expand your legacy.
“For Baker Tilly private wealth, being there now, for tomorrow, means adapting to our private client’s needs. We bring new approaches and new solutions to pave the way for growth and progress.”– Duncan Campbell, Partner
Latest private wealth insights
Volatile economic signals present opportunity for beneficial re-evaluation of estate and business plans
Read our article to learn more about re-examining your estate plan and adjusting your portfolio to take advantage of the volatile environment.
Managing your family office's risk against a ransomware attack
Family offices are attractive targets to cybercriminals. Watch our on demand webinar to minimize risk of a ransomware attack.
Options for funding a buy-sell agreement: the case for life insurance
Do you know what will happen to your business interest in the event of your death? Read our article to learn more about buy-sell agreements.
Boost family wealth with dynasty trusts
Dynasty trusts are designed to minimize taxes over multiple generations. Read our article to learn how they boost family wealth.
Managing your inheritance
Download Baker Tilly’s generational wealth e-book to learn best practices for managing your wealth including tips for saving, investing, taxes and more.
Supercharge the sale of your business with a charitable remainder trust
Charitable remainder trusts are one way business owners can achieve not only their charitable giving goals but also their business exit goals as well by reducing their overall tax payment.
Three gaps an owner must monitor
Business owners need to be aware of three important gaps – the profit gap, the value gap and the wealth gap – in order to effectively evaluate the business and plan for a successful exit.
Spousal lifetime access trusts offer flexibility in asset protection and estate planning
Spousal lifetime access trusts have many benefits for married couples looking to use their lifetime gift exemptions and protect their assets. Read our article to learn more.