Matt is a managing director with Baker Tilly’s family office practice. He has more than 10 years of experience. He provides a wide range of customized services for each client, from advising on complex intergenerational wealth strategies to bill payment and oversight of household personnel.
- Family office services for ultra-high-net-worth individuals and families
- Financial reporting and budget analysis
- Accounting, reporting, and operational matters for private foundations
- Accounting and management of large personal assets, such as aircraft and yachts
- Payroll and employee management for household employees
- Preparation of quarterly and yearly financial reporting packages
- Preparation of annual budgets
- Insurance reviews
- Preparation of 1099s, business property taxes and entity annual report filings
- Oversight of cash management and accounts payable/receivable process
- Management of full cycle accounting functions
- California Society of Certified Public Accountants (CalCPA)
- Cal Poly Accounting Advisory Board
- Gilroy Foundation