World exploration made possible by a good wealth management strategy

Private Wealth

At Baker Tilly, we believe a person's legacy isn't about being around forever, it's about creating something that will.

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.

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
Duncan Campbell