Private Wealth
Delivering bespoke, advanced family office and tax solutions with unparalleled service
Private Wealth
Baker Tilly’s private wealth professionals are committed to enhancing and protecting your legacy now, for tomorrow.
Growing your legacy and realizing your family goals is a complex process. You need a skilled collaborator who can walk with you, every step of the way. Our clients look to us for sophisticated guidance on how to navigate their highly complex financial journeys.
Baker Tilly is a leading private wealth advisory CPA firm that serves family offices, high-net-worth individuals and families with decades of experience. From financial and administrative services to tax planning and compliance, we offer bespoke, advanced private wealth services with unparalleled service.
Our primary services
We know that high-net-worth families and individuals are faced with new issues and decisions to make every day. Through our experience serving hundreds of private wealth clients, we regularly assist clients through their own once-in-a-lifetime events. Using our deep expertise, we offer customized solutions for the nuances of each family.
Family office services
Visit our webpageJust as every family is unique, every family office’s needs are unique as well. Baker Tilly works with each family to understand their goals and suggest forward-thinking solutions to meet and exceed them.
Due to the custom nature of our engagements, our family office services are scalable and offered a la carte. We can serve as a fully outsourced provider or complement an existing family office infrastructure. And we are consistently collaborating with outside advisors to ensure alignment and bring solutions that know no bounds. Our approach allows every client to have a tailor-made blueprint to protect today’s value and enhance tomorrow’s legacy.
