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At Baker Tilly, our private wealth professionals understand the challenges facing individuals and family offices. Our team serves as a holistic and proactive group of advisors developing comprehensive plans to leverage the power of our collective, specialized knowledge. Our services include:
Helping family businesses achieve their full potential through growth strategies, succession planning and next generation leadership development, including:
Our team of dedicated professionals works closely with families and family offices to navigate the complexity of wealth preservation objectives. We provide an array of customized solutions including:
Baker Tilly’s private client group works with individuals, business owners, executives, and family offices to develop and implement strategies to help them achieve goals and minimize current and future liabilities. Services include:
Baker Tilly helps owners and leaders of organizations across a broad range of industries strategically plan for and achieve their individual and business goals through comprehensive succession planning and exit strategies. Our industry specialized professionals can help you with:
Whether you are planning for your own retirement or ensuring a solid financial future for your employees, Baker Tilly can help you take the next step. Our services include: