Family Office

Family office

Ensuring Your Legacy Lasts for Lifetimes

Managing family wealth for a lasting legacy requires services beyond the expected with an exclusive level of planning and service. Our Family Office relationship team helps guide clients through the opportunities and complexities of their financial lives. Our mission is to deliver performance on portfolios that integrate investors’ passions and purposes – for now and for future generations.

For just a few exceptional families, we’ve dedicated partner-level attention to overcome the risks and practicalities of managing wealth. We offer a broad scope of services, including:

Simplifying the Complex

We have the expertise to help wealthy families develop processes and manage systems to reduce the complexity of their financial life and allow the flexibility to pursue 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:

Wealth Management
Trust & Estate Planning
Tax Services
Risk Management
Strategic Cash Management
Pre and Post IPO Planning
Access to Capital Markets
Guidance, education and mentoring for future generations (G2)
Coordination of advisors

Philanthropy and Impact

We review, design and implement tailored, high-impact philanthropic giving plans for clients who wish to apply their values to their financial life. In addition, we educate our clients on the best practices for philanthropic investments.

Life Management

General lifestyle management services:

Airplane Leasing
Personal & Cyber Security
Family Document Management
Real Estate Purchase Coordination
Art Investments

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, document and email encryption.

Philanthropy

Deliver Measurable, Transformative Successes
for Society.

BakerAvenue provides customized, professional and personal advisory services to clients to achieve the highest possible social impact with their philanthropic investments. We specialize in bridging partnerships, building community relationships and designing new solutions to old problems.

We deliver services for all levels of philanthropic giving – from individuals making their first philanthropic investment, exploring ESG / Impact investing as well as provide information on how to set up a Charitable Remainder Trust.

BakerAvenue Philanthropy and Impact: How We Work