Private Wealth

Our solutions

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:

Family business

Helping family businesses achieve their full potential through growth strategies, succession planning and next generation leadership development, including:

• Estate planning and wealth preservation
• Exit strategies and ownership transition
• Family dynamics and conflict resolution
• Family enterprise strategy
• Family governance
• Growth strategy
• Leadership assessment and development
• Next generation development
• Wealth management
• Construction

Family office

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:

• Tax planning
• Estate planning
• Accounting and administration
• Other financial planning services

Private client

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:

• Income tax planning
• Retirement planning
• Investment consulting
• Trust and estate planning
• Business owner planning

Ownership transition and exit strategies

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:

• Family business succession planning
• Generational ownership transition planning
• Exit strategies for outside sale
• Mergers and acquisitions
• Corporate finance advisory
• Capital sourcing

Wealth management

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:

• Personal wealth services
• Business financial services