Private Client
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Our services include, but are not limited to, income tax planning, retirement planning, investment consulting, trust and estate planning, and business owner planning.
Our solutions
Baker Tilly’s private client group works with individuals, business owners, executives, and family offices to understand their goals. We then develop and implement strategies to help them achieve those goals and minimize current and future liabilities.
Our team looks at your entire financial picture, assessing your current situation to design an action plan that identifies potential opportunities and emphasizes achievable solutions. Our services include income tax planning, retirement planning, investment consulting, trust and estate planning, and business owner planning.
As things change in your life and business, we review, monitor, and adjust your plan on an ongoing basis. This process can be as simple or as complex as your needs dictate.
Whatever your individual tax, estate, and financial planning needs, we can help you achieve your objectives and enjoy peace of mind.
Our services
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.
Ownership Transition & Exit Strategies
Baker Tilly works with clients to define long-term ownership transition goals and prepare for transition and the future.
Wealth Management
We know your wealth is measured in much more than numbers. That’s why our strategic wealth management advisors take the time to get to know you and your goals first so we can see the full picture of your life, and help you live it to the fullest.
