Baker Tilly

Baker Tilly's Private Wealth practice sits within one of the largest advisory, tax, and assurance firms in the United States, offering family offices access to a breadth of professional services that few standalone boutiques can replicate. The firm positions its Private Wealth offering as a combination of family office administration and advanced tax planning, described on the site as 'bespoke, advanced family office and tax solutions with unparalleled service.' For principals managing complex structures across multiple entities, jurisdictions, or asset classes, this breadth can reduce the number of outside advisors required.

Baker Tilly also explicitly serves private equity firms and family offices together under its industry coverage, which means clients with co-investment activity, direct deals, or fund exposure benefit from practitioners familiar with both sides of those transactions. Services relevant to family office clients include:

• Tax strategy, transfer pricing, and international tax compliance
• Assurance and audit services for family-held entities
• Risk advisory including internal controls and enterprise risk management
• Transactions services covering due diligence and valuation
• ESG and sustainability advisory

The firm's scale brings geographic reach across the United States and international offices in the United Kingdom, Singapore, United Arab Emirates, Germany, Australia, Canada, Chile, and the Cayman Islands, with membership in the Baker Tilly International network spanning 143 territories. That coverage matters for families with cross-border holdings or governance obligations in multiple jurisdictions. Pricing is not publicly disclosed, and the firm's engagement model is services-based, meaning there is no standalone software product to evaluate. Principals seeking a technology-led reporting or portfolio management platform will need to look elsewhere; Baker Tilly is best suited to families requiring deep professional services support around tax, compliance, and structural advisory.

• Family office tax planning and compliance
• Assurance and audit for family-held entities
• Enterprise risk management and internal controls
• Transaction advisory including due diligence and valuation
• International tax and cross-border structuring
• ESG and sustainability advisory

• Private Wealth and family office advisory services
• International tax, transfer pricing, and VAT compliance
• Assurance and PCAOB-standard audit services
• Risk advisory including internal audit and compliance programs
• Transactions services: due diligence, valuation, capital sourcing
• ESG and sustainability reporting and strategy
• Managed and outsourced services
• IPO readiness and SOX compliance support
• Charitable giving and philanthropy advisory

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Finance / Accounting Teams.