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Leveraging Addepar for comprehensive oversight of your financial universe | Baker Tilly

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Leveraging Addepar for comprehensive oversight of your financial universe

Baker Tilly’s Family Wealth Insights demo

March 7, 2024 · Authored by Kelly Baumbach

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Family Office Services
Family Wealth Insights
Wealth Management Consulting

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Baker Tilly’s Family Wealth Insights solution is powered by Addepar. Addepar is the foundation of our technology stack. It transforms how our family office and ultra-high-net-worth clients visualize and interact with their wealth. How?

The following demo video walks through the Addepar platform and details our approach to organizing each client’s wealth.

Leveraging Addepar, Family Wealth Insights keeps our clients informed. We provide each client with the ability to make proactive decisions and understand the implications of each financial move. We can dissect your portfolio to reveal asset allocations, compare historical performance and anticipate future growth trajectories.

We are committed to equipping our clients with tools and insights to navigate their wealth journey with confidence. While this demo focuses on Addepar’s capabilities, it is part of our larger Family Wealth Insights solution. Its power is amplified when integrated with general ledger systems. And, it offers a seamless continuity from investment oversight to accounting excellence.

To learn more about Family Wealth Insights, connect with our team.

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Kelly Baumbach

Kelly Baumbach

Executive Managing Director

Related sections

Private Wealth
Family Office Services
Family Wealth Insights
Wealth Management Consulting

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

Learn how Family Wealth Insights helped an ultra-high-net-worth family look at their data in different and timely ways.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. The name Baker Tilly and its associated logo is used under license from Baker Tilly International limited. 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. © 2024 Baker Tilly Advisory Group, LP

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. Reference to registration does not imply any particular level of skill. 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. BTWM is controlled by Baker Tilly Advisory Group, LP (Baker Tilly), a tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. ©2024 Baker Tilly Wealth Management, LLC