Team of professionals meeting in conference room

Family Office

Baker Tilly’s family office professionals combine expertise with forward-thinking strategy, to enhance and protect your evolving legacy.

Family Office

  1. Alec Abbott

    Alec Abbott

    Executive Managing Director

  2. Amy Allen

    Amy Allen

    CPA

    Partner

  3. Kelly Baumbach

    Kelly Baumbach

    CFP®, CEPA

    Executive Managing Director

  4. Steve Blatt

    Steven Blatt

    CPA

    Partner

  5. Duncan Campbell

    Duncan Campbell

    CPA

    Partner

  6. Ed Drake

    Ed Drake

    MSFP, CFP®, AEP

    Executive Managing Director

  7. Frank McKiernan

    Frank J. McKiernan

    Executive Managing Director

  8. Melissa Santas Peterson

    Melissa Santas Peterson

    CFA®

    Executive Managing Director

  9. Gary A. Plaster

    Gary A. Plaster

    Principal, MBA

  10. Jerry Sneed

    Jerry R. Sneed

    CFA®, CAIA

    Executive Managing Director

  11. Larry Wood

    Lawrence B. Wood

    CPA, CFP

    Managing Partner

We know that legacies nowadays are not static. Your multigenerational family-owned enterprise is constantly shifting and scaling over time with an eye toward the future.

At Baker Tilly, family-owned enterprises are synonymous with family offices. Based upon your aspirations, we’ll build a tailored blueprint using sophisticated services to surpass your expectations now and future goals.

At a glance

Baker Tilly’s family office practice has clients ranging in size from one or two families to multiple families and generations. Our experience enables us to work collaboratively with all family members and their related entities, while maintaining confidentiality.

Our professionals provide a concierge experience, meaning that we can help with anything your family office needs. Our services span tax compliance, consulting, wealth management, financial reporting and analysis, as well as structuring, management and support.

As your family office evolves, we will consistently recommend new, innovative solutions to address even the most complex desires. Our specialists will guide you along your quest toward establishing a lasting legacy.

Our family office services

Every family office has different aspirations. We have the distinctive knowledge to navigate the intricacies of your family regardless of size or generation. Your family office may only need one of our services now, or several in the future. Our professionals will consistently work with you and your existing advisors to cultivate the right mix.

As you grow or your goals transform, we stand ready with additional guidance and benefits. Working with Baker Tilly means continuous progression toward an enriched future.

  • Personal and business returns
  • Fiduciary returns
  • Gift tax returns
  • Estate returns
  • International tax
  • Household and employee reporting
  • 1099 reporting
  • State and local tax  
  • Tax advocacy and controversy services 
  • Cost segregation 
  • Research and development (R&D) credits 
  • Income tax planning 
  • Stock option planning 
  • Executive compensation 
  • International tax  
  • Trust accounting and fiduciary consulting 
  • Lifetime transfer strategy 
  • Wealth transfer economic and tax analysis 
  • Multistate and international estate design 
  • Special needs planning 
  • Estate management and distribution planning 
  • Foreign trusts  
  • Donor Advised Funds 
  • Private foundations consulting 
  • Charitable trust planning 
  • Endowments 
  • Generational ownership transition design 
  • Exit strategies for outside sale 
  • Mergers and acquisitions 
  • Generational wealth resources and coaching
  • Portfolio management 
  • Alternative investments 
  • Wealth planning 
  • Life insurance 
  • Distribution planning 
  • Tax-efficient consulting 
  • Office and family governance and ongoing support 
  • Insurance coverage/selection 
  • Medical claims 
  • Mortgage selection 
  • Payroll processing 
  • Private physical and electronic mailbox maintenance 
  • Electronic document management and retention 
  • Coordination with outside advisors 
  • Bill pay 
  • Customer, inter-company and inter-family billing 
  • Bank and brokerage account reconciliations 
  • Account balance and credit limits monitoring 
  • Coordination of bank transfers and wire payments 
  • Personal, special purpose and entity reporting, analysis and review with family members 
  • Bookkeeping 
  • Securities based lending advisory 
  • Specialty asset financing advisory 
  • Home financing advisory 
  • Premier credit financing advisory 
  • Budgeting, forecasting and cash flow analysis 
  • Monitor liabilities and debt covenants 
“Baker Tilly works with multigenerational families that possess a desire to leave a lasting legacy, whether charitable, generational or both. We work alongside each family to design a structure that aligns with each generation’s goals. From there, we apply our concierge approach to help govern your family enterprise using seasoned professionals and solutions.”
Duncan Campbell, Partner
Duncan Campbell

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Insurance products are offered through Baker Tilly Vantagen, LLC. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2022 Baker Tilly Wealth Management, LLC