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.
Giving back is at the heart of BakerAvenue. We are proud of and honored to support several non-profits organizations we care deeply about.
Military action in the eastern region prompts UNICEF to scale up lifesaving support for children and families under threat.
Invest in a B Corp ethical, fair trade-certified B Corp startups, which applies nonprofit sensibilities to the for-profit sector, which can also be great investment opportunities.
Support a community foundation, these groups collect gifts (big and small) to invest in local nonprofits.
Create a foundation, philanthropic advisors will guide you through the process.
Call up a charity you like and see what they can do with a lump-sum gift.
Commit in the long run and Then call up the volunteer coordinators!