Private Wealth
Private Wealth
Alec Abbott
Executive Managing Director
Stephen Aponte
CPA
Partner
Kelly Baumbach
CFP®, CEPA
Executive Managing Director
Mariel Braun
CFP®
Senior Advisor, Wealth
Scott Burack
CPA, J.D., CFP®
Director
Duncan Campbell
CPA
Partner
Chris Cox
Senior Advisor, Wealth
Kyle Crawford
CPA
Partner
Michael Dellisant
CFP®
Senior Advisor, Wealth
Jigna Doshi
CPA, MBA
Partner
Ed Drake
MSFP, CFP®, AEP
Executive Managing Director
Heather Dwyer
CPA
Director
Andrea Forshee
Director
Adam Goehring
CPA, MBT, CEPA
Partner
William Grady
J.D., CLU®, CFP®
Director
Andres Guzman
CFP®, MBA
Managing Director
Ian Halligan
Principal
Deborah L. Harrington
MBA
Director
Evan Heath
CFP®
Senior Advisor, Wealth
Timothy Hole
CFP®, CIMA®
Managing Director
Gary Jang
CPA
Director
Michael Janis
Senior Advisor, Wealth
Zachary R. Jaro
CFP®
Senior Advisor, Wealth
Jaime K. Lawson
CPA, MBA, PFS™
Partner
Michael Lum
Director, J.D.
Frank J. McKiernan
Executive Managing Director
Jared Neven
CFP®
Senior Advisor, Wealth
Douglas Richardson
CPA, CFP, MST
Partner
Jeremy Robert
CFA®
Managing Director
Jeffrey P. Rowe
CPA
Partner
Melissa Santas Peterson
CFA®
Executive Managing Director
Jerry R. Sneed
CFA®, CAIA, MBA
Executive Managing Director
Susan Teicher
CPA, CFP
Partner
Lawrence B. Wood
CPA, CFP
Partner
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 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.
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 instead 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
The basics of estate planning
Download our e-book, “The basics of estate planning” for an easy-to-understand introduction to protecting your assets and ensuring your legacy.
2022 year-end business tax planning
Tax service specialists explore the latest legislative and regulatory developments, plus the most common topics their clients are asking about.
Now is the time for year-end financial planning
Download our year-end financial planning checklist to help facilitate simple steps you can take to maximize your outcome for the year.
Estimated taxes for individuals: The who, what, where, when and why
Read our article to learn about the basics of estimated taxes and how they work.
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.
Market outlook for retirement plan sponsors and participants
Watch our on-demand webinar for insight on how the economy will impact you as a plan sponsor or participant.
Strategies to protect and grow a high-net worth portfolio, even in a recession
Read our article for insight on strategies and opportunities to build and preserve your wealth during a recession.
Recession or not, family businesses benefit from these strategic and tactical tips
Family businesses should consider a combination of strategies to combat inflation and a potential recession. Read our article to learn more.
IRS extends time to file Form 706 portability election
Miss a federal estate tax Form 706 filing deadline? The IRS made a rule change that you need to know about for late portability elections.
Are you prepared to transition your family business?
Are you prepared to transition your business? Baker Tilly’s Value Architect model for exit planning helps families plan for their exit.
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.