High-net-worth individuals, families and family offices often have complex assets managed by multiple advisors.
These disparate assets lead to difficulty in decision making when it comes to investment management and financial and tax planning. To solve this problem, Baker Tilly created our technology reporting solution, Family Wealth Insights powered by Addepar.
So, what is Family Wealth Insights?
Baker Tilly’s Family Wealth Insights solution combines the latest technology with seasoned advisors. And, it will equip you and your advisors with the strategic information to make sound financial decisions. Here’s how.
Explore the benefits of our solution
Personalized, protected financial dashboard
- Aggregate every ownable asset, like art/car collections, stocks, alternative assets, for a complete, consolidated view of your net worth
- Instantly analyze and visualize your encrypted information anytime, anywhere via mobile
- Easily create custom reports in minutes and securely upload files
