When life gives you a legacy
make it last for lifetimes
Simplifying the Complex
We have the expertise to assist your family in developing processes and management systems to reduce the complexity of your assets and allow you the freedom to pursue your desired lifestyle.
Senior-Level Attention
At BakerAvenue, there is no meet/greet/and disappear – and there is no hand-off to junior staff. Relationships are managed exclusively by the partners and stakeholders of the firm.
Wealth Management
We provide a comprehensive suite of services:
Philanthropy and Impact
We review, design, and implement tailored, high-impact philanthropic giving plans by understanding your goals and objectives by bridging your financial and social objectives. In addition, we provide consultative services related to best practices for philanthropic investments.
Lifestyle Management
General lifestyle management services:
Privacy and Security
We are committed to protecting our clients’ privacy and security. We partner with vetted, industry-leading companies to provide solutions for identity theft, password protection, and document and email encryption.
Wealth Management for Your Non-Profits
BakerAvenue provides governance and investment strategies that are uniquely designed for non-profit boards, diverging from traditional finance advisement to meet your specific legacy and fiscal challenges.
Our specialists help private foundations create portfolios and tailor an investment strategy that meets your foundation’s goals and mission. Our stem-to-steer advisory includes:
With our finger on the pulse of philanthropic trends and best practices, we can help you meet your board’s objectives and manage your assets so you can maximize efficiency and impact as you protect and grow your foundation’s legacy. Contact us to discuss your board’s objectives and goals.
Introducing BakerAvenue’s Financial Feminism
BakerAvenue knows that people have different priorities as they go through their life transitions. We work with our female clients to understand what is important to them from a generational standpoint. This helps us to build personal long-term relationships with our clients, and align their financial goals with their values and changing circumstances. When you need to discuss your personal and professional life transitions, BakerAvenue is here for you. Hear an introduction to our MasterClass series.
Giving back is at the heart of BakerAvenue. We are proud of and honored to support several non-profit organizations.
unicefusa.org
Support children and families: Military action in the eastern region prompts UNICEF to scale up lifesaving support for those under threat.
bcorporation.net
Invest in a B Corp: Ethical, fair trade-certified B Corp startups, which apply nonprofit sensibilities to the for-profit sector, can also be great investment opportunities.
cof.org
Support a community foundation: These groups collect gifts (big and small) to invest in local nonprofits.
foundationsource.com
Create a foundation: Philanthropic advisors will guide you through the process.
givegab.com | volunteermatch.org
Give back to your community: Contact a variety of local groups.
gofundme.com | giveforward.com
Look into crowdfunding platforms: Provide direct support to help others.
guidestar.org
Call up a charity you like: See what they can do with a lump-sum gift.
Idealist.org
Explore social impact jobs: Commit in the long run and then call up the volunteer coordinators.
kiva.org | heifer.org
Help those in need: These charities offer small, specific, and significant ways to fight hunger and poverty.
mealsonwheelsamerica.org | mentalhealthamerica.net | nami.org
Help the elderly or mentally ill: Here are a few sites that are always in need of helping hands.
