Family Office

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

Doing Good Is Our Quarterly Benchmark

Giving back is at the heart of BakerAvenue. We are proud of and honored to support several non-profit organizations.

Philanthropy and Impact: How We Work

Review current philanthropic portfolio and interests

Educate on best practices for high impact philanthropic investments

Strategize short and long-term social impact strategies

Design and implement a tailored, high-impact philanthropic giving plan

Evaluate and measure philanthropic impact and giving strategies

View Philanthropy: Get Started Infographics

A few of many causes worth visiting:

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.