Private Wealth
Delivering bespoke, advanced family office and tax solutions with unparalleled service
Private Wealth
Holly Wong Agbayani
Principal
Amy Allen
Principal
Stephen Aponte
Principal
Bryan Avery
Principal
Steven Blatt
Principal
Norleen S. Bounds
Principal
Duncan Campbell
Principal
Kyle Crawford
Principal
Phuong T. Dang
Principal
Heather Dwyer
Principal
Charles J. Inderieden
Principal
Randi Jowers
Principal
Michael Kehoe
Principal
Stephen J. Landsman
Principal
Ron L. LaVelle
Principal
Jill A. Martin
Principal
Amy Miller
Principal
Jeanette Musacchio
Principal
Kelly Nelson
Principal
Melinda Nelson
Principal
Laura Olson
Principal
Charles Piazza
Principal
Alison Proctor
Principal
Anthony Rozenvasser
Principal
Luanna Tang
Principal
Sylvia Wu
Principal
Brock R. Yates
Principal
Nancy Young
Principal
David Yuan
Principal
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.
