At a glance
Baker Tilly’s family office practice has clients ranging in size from one or two families to multiple families and generations. Our experience enables us to work collaboratively with all family members and their related entities, while maintaining confidentiality.
Our professionals provide a bespoke experience, meaning that we can help with anything your family office needs. Our services span tax compliance, consulting, wealth management, financial reporting and analysis, as well as structuring, management and support.
As your family office evolves, we will consistently recommend new, innovative solutions to address even the most complex desires. Our specialists will guide you along your quest toward establishing a lasting legacy.