Building a legacy takes years of savvy business decisions, calculated risks in growth, a commitment to integrity and the right business advisor. Our extensive knowledge of family offices can help you protect and grow your family’s wealth.

As one of the leading accounting firms in the U.S., Baker Tilly has a robust practice focused on serving family offices, with clients ranging in size from one or two families to multiple families and generations. We understand how important it is to work collaboratively with families and their related entities, family members, attorneys, bankers and other trusted advisors, all while maintaining the utmost privacy and confidentiality.

A comprehensive approach to wealth planning needs

Our team of dedicated professionals works closely with families and family offices to navigate the complexity of wealth preservation objectives. We provide an array of customizing solutions that integrate our core tax, assurance and business advisory services to a particular family’s unique needs. 

Tax planning

  • Multiyear projections, quarterly and year-end planning
  • Alternative minimum tax (AMT) planning
  • State and local tax
  • Global income tax planning
  • Individual, business and trust
  • Private foundations
  • Executive compensation including incentive, deferred and stock awards
  • Mergers and acquisition transactional services

Estate planning

  • Wealth transfer economic and tax analysis
    • Lifetime transfer planning
    • Testamentary transfer planning
    • Charitable giving and foundation planning
    • International wealth transfer tax planning
  • Planning for appropriate estate management and distribution
  • Planning for business owner succession
  • Dual jurisdiction international estate planning
  • Asset protection planning
  • Valuation services
  • Special needs and incapacity planning

Accounting and administration

  • Audit
  • Review
  • Compilation
  • Dispute, due diligence and risk services
  • Trust fiduciary accounting  
  • Individual financial statement preparation, accounting and bookkeeping
  • Back-office services

Other financial planning services

  • Family office structuring
  • Retirement planning
    • Qualified plan and IRA distribution
    • Cash flow
  • Tax-efficient investment consulting
  • Insurance planning
  • Education funding 
Effective succession planning series part III - Insights into keeping your business within the family

Effective succession planning series part III - Insights into keeping your business within the family

One of the many challenges of running a business is planning for the future. Whether you wish to eventually sell your company or transition it to the next generation, succession planning should be a key component of your strategic plan. Now is the time to begin thinking about your future and that of your business.

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Early succession planning helps family-owned businesses avoid business disruption and loss of capital value

Early succession planning helps family-owned businesses avoid business disruption and loss of capital value

According to our recent study, the majority of U.S. family-owned businesses have no exit plans whether through succession to another member of the family or an employee or through a sale, which means trillions of dollars could be at stake with a potentially large number of baby-boomer owners looking to retire over the next decade.

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