John is a managing director with Baker Tilly’s family office client accounting services practice. He has more than 25 years of experience working with single and multigenerational global family offices.
- Designs and creates service model and structure for single and multigenerational family offices
- Family office structure – lender profits interest model and private trust company structure
- Advises single and multigenerational family offices on technology stack modernization including search, selection, design and implementation
- Designs and implements process controls for family offices to help mitigate business risk
- Provides family offices, businesses and multigenerational lift out to virtual family office managed services platform
- Provides family offices with business governance, succession, and next-gen leadership, mentoring and family office education
- Operational specialist generalist
- Subject matter specialist in art, aviation, yacht, personal real estate development, human resources (HR) and managed IT services (MITS)
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- New Jersey Performing Arts Center, Council of Trustees
- Podcast speaker and conference moderator on Raising Next-Gen Unicorns, Family Office Design/Re-Design 2.0 and Lift-Out of Multigenerational family offices with Brian Adams and Family Office Exchange
- Tony Wood Family Office Institute Certificate, Cornell University Smith Graduate School of Business
