Family Office

Building a legacy takes years of savvy business decisions, calculated risks in growth, a commitment to integrity and the right business advisor. Our extensive knowledge of family offices can help you protect and grow your family’s wealth.

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Family office expertise includes, but is not limited to: tax planning, estate planning, accounting and administration and other financial planning.

    Our solutions

    As one of the leading accounting firms in the U.S., Baker Tilly has a robust practice focused on serving family offices, with clients ranging in size from one or two families to multiple families and generations. We understand how important it is to work collaboratively with families and their related entities, family members, attorneys, bankers, and other trusted advisors, all while maintaining the utmost privacy and confidentiality.

    A comprehensive approach to wealth planning needs

    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 that integrate our core tax, assurance and business advisory services to a particular family’s unique needs. 

    Tax planning

    • Multiyear projections, quarterly and year-end planning
    • Alternative minimum tax (AMT) planning
    • State and local tax
    • Global income tax planning
    • Individual, business and trust
    • Private foundations
    • Executive compensation including incentive, deferred and stock awards
    • Mergers and acquisition transactional services

    Estate planning

    • Wealth transfer economic and tax analysis
    • Lifetime transfer planning
    • Testamentary transfer planning
    • Charitable giving and foundation planning
    • International wealth transfer tax planning
    • Planning for appropriate estate management and distribution
    • Planning for business owner succession
    • Dual jurisdiction international estate planning
    • Asset protection planning
    • Valuation services
    • Special needs and incapacity planning

    Accounting and administration

    • Audit
    • Review
    • Compilation
    • Dispute, due diligence and risk services
    • Trust fiduciary accounting  
    • Individual financial statement preparation, accounting and bookkeeping
    • Back-office services

    Other financial planning services

    • Family office structuring
    • Retirement planning
    • Tax-efficient investment consulting
    • Insurance planning
    • Education funding