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 their 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-profit organizations.
Support children and families: Military action in the eastern region prompts UNICEF to scale up lifesaving support for those under threat.
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.
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: See what they can do with a lump-sum gift.
Explore social impact jobs: Commit in the long run and then call up the volunteer coordinators.