In order to achieve your personal and financial objectives, you need a coordinated approach to your tax, estate, and financial planning needs.

Baker Tilly’s private client group works with individuals, business owners, executives, and family offices to understand their goals. We then develop and implement strategies to help them achieve those goals and minimize current and future liabilities.

Our team looks at your entire financial picture, assessing your current situation to design an action plan that identifies potential opportunities and emphasizes achievable solutions. Our services include income tax planning, retirement planning, investment consulting, trust and estate planning, and business owner planning.

As things change in your life and business, we review, monitor, and adjust your plan on an ongoing basis. This process can be as simple or as complex as your needs dictate.

Whatever your individual tax, estate, and financial planning needs, we can help you achieve your objectives and enjoy peace of mind.

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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 US 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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