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Family Wealth Insights

Transparent. Personalized. Instant.
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Family Wealth Insights

  1. Kelly Baumbach

    Kelly Baumbach

    CFP®, CEPA

    Executive Managing Director

  2. Duncan Campbell

    Duncan Campbell

    CPA

    Partner

  3. Jaime K. Lawson

    Jaime K. Lawson

    CPA, MBA, PFS™

    Partner

  4. Baker Tilly Professional

    Jeanette Musacchio

    Partner

  5. Baker Tilly Professional

    Kyle Wagner

    CPA

    Director

  6. Ken West

    Ken West Jr.

    Principal

High-net-worth individuals, families and family offices often have complex assets managed by multiple advisors.

These disparate assets lead to difficulty in decision making when it comes to investment management and financial and tax planning. To solve this problem, Baker Tilly created our technology reporting solution, Family Wealth Insights powered by Addepar.

So, what is Family Wealth Insights?

Baker Tilly’s Family Wealth Insights solution combines the latest technology with seasoned advisors. And, it will equip you and your advisors with the strategic information to make sound financial decisions. Here’s how.

Explore the benefits of our solution

Personalized, protected financial dashboard

  • Aggregate every ownable asset, like art/car collections, stocks, alternative assets, for a complete, consolidated view of your net worth  
  • Instantly analyze and visualize your encrypted information anytime, anywhere via mobile or tablet 
  • Easily create custom reports in minutes and securely upload files 

Optimized workflows backed by real-time data

  • Align portfolios to targets with portfolio decisions  
  • Model asset allocations, including illiquid assets 

Integrated private wealth experience

  • Unified onboarding process 
  • Seamless collaboration between all of your advisors and you, equipping them with strategic information to suggest future solutions  
  • Access to Baker Tilly’s vast network of professionals
“At Baker Tilly, our advisors constantly ask “what if” and challenge themselves to suggest new, forward-thinking solutions. Family Wealth Insights is just that — an innovative, future-leaning solution — developed to help our clients enhance and protect their legacies.”
Duncan Campbell, Partner

Interested in taking your insights a step further?

Family Wealth Insights homogenizes data from various sources. The data can then be imported into general ledger accounting systems like QuickBooks, Sage Intacct and AgilLink. Sage Intacct and AgilLink’s compatibility with Addepar enhances the client experience further with direct data feeds. This seamless integration ensures accurate and timely transmission of data, maximizing the efficiency and effectiveness of your financial operations.

Mature couple sitting together on a couch looking at a tablet

Check out our new case study

Multi-generational family leverages Family Wealth Insights to gain real-time insights into investments, bill pay and more

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. 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, trading as Baker Tilly, is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. © 2023 Baker Tilly Wealth Management, LLC ©2023 Baker Tilly US, LLP