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Baker Tilly US, LLP and Baker Tilly Advisory Group, LP and its subsidiary entities provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to clients. Virchow, Krause & Company, LLP, a licensed CPA firm, is an affiliated entity of Baker Tilly US, LLP and provides attest services to clients located in Kansas, USA. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. © 2025 Baker Tilly Advisory Group, LP

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are independent members of Baker Tilly International. Baker Tilly International Limited is an English company. Baker Tilly International provides no professional services to clients. Each member firm is a separate and independent legal entity and each describes itself as such. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are not Baker Tilly International’s agent and do not have the authority to bind Baker Tilly International or act on Baker Tilly International’s behalf. None of Baker Tilly International, Baker Tilly Advisory Group, LP, Baker Tilly US, LLP, nor any of the other member firms of Baker Tilly International has any liability for each other’s acts or omissions. The name Baker Tilly and its associated logo is used under license from Baker Tilly International Limited.

Family Wealth Insights | Baker Tilly

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Family Wealth Insights

Transparent. Personalized. Instant.

Gain the full picture of your wealth.

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Featured

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

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Leveraging Addepar for comprehensive oversight of your financial universe

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Featured

Integration and innovation: How Baker Tilly leverages Addepar to power optimal Family Office outcomes

Family Wealth Insights

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Leveraging Addepar for comprehensive oversight of your financial universe

Case Study

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

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View all related insights

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Family Office Services

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Private Wealth

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Wealth Management Consulting

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Outsourced Accounting

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Digital Solutions

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Sage Intacct

Kelly Baumbach

Kelly Baumbach

Executive Managing Director

CFP®, CEPA

Duncan Campbell

Duncan Campbell

Principal

Jaime K. Lawson

Jaime K. Lawson

Principal

MBA, PFS™, AEP®

Jeanette Musacchio

Jeanette Musacchio

Principal

Ken West Jr.

Ken West Jr.

Principal

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

Optimized workflows backed by real-time data

Align portfolios to targets with portfolio decisions
Model asset allocations, including illiquid assets

Integrated private wealth experience

Unified onboarding process
Seamless collaboration between all of your advisors and you, equipping them with strategic information to suggest future solutions
Access to Baker Tilly’s vast network of professionals

“

“At Baker Tilly, our advisors constantly ask “what if” and challenge themselves to suggest new, forward-thinking solutions. Family Wealth Insights is just that — an innovative, future-leaning solution — developed to help our clients enhance and protect their legacies.”

Duncan Campbell, Principal

Duncan Campbell

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Leveraging Addepar for comprehensive oversight of your financial universe

Watch Baker Tilly's Family Wealth Insights demo, which walks through the Addepar platform and details our approach to organizing each client’s wealth.

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Case study: 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.

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Client spotlight: Integration and innovation: How Baker Tilly leverages Addepar to power optimal family office outcomes

Baker Tilly Wealth Management’s Kelly Baumbach was recently interviewed by Addepar. She discussed our new solution, Family Wealth Insights, and its benefits to our clients as well as integration capabilities. She also discussed Baker Tilly’s investment in the family office space and why the time is now. Read the article on Addepar’s website to learn more.

Interested in taking your insights a step further?

Family Wealth Insights homogenizes data from various sources. The data can then be imported into general ledger accounting systems like QuickBooks, Sage Intacct and AgilLink. Sage Intacct and AgilLink’s compatibility with Addepar enhances the client experience further with direct data feeds. This seamless integration ensures accurate and timely transmission of data, maximizing the efficiency and effectiveness of your financial operations.

Ready to get started?

Connect with us

Our professionals

Kelly Baumbach

Kelly Baumbach

Executive Managing Director

Duncan Campbell

Duncan Campbell

Principal

Jeanette Musacchio

Jeanette Musacchio

Principal

Ken West Jr.

Ken West Jr.

Principal

The information provided here is of general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances a professional should be sought.

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.

BTWM is controlled by Baker Tilly Advisory Group, LP. 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. ©2025 Baker Tilly Wealth Management, LLC