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.
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.
We provide a comprehensive suite of services:
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.
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, document and email encryption.
Deliver Measurable, Transformative Successes
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.