BakerAvenue Wealth Management

BakerAvenue Wealth Management advises high-net-worth families, executives and business owners on investing, planning and passing on wealth. It works as a fiduciary, uses in-house specialists and runs its own trust company.

What BakerAvenue Wealth Management offers

• Investment management: active, tax-aware portfolios, including option strategies for income.
• Concentrated stock planning: diversifying and managing risk in large single-company holdings.
• Financial planning: retirement, inheritance and life-transition planning, including liquidity events such as IPOs and business sales.
• Trust and estate planning: estate design delivered alongside BakerAvenue Trust Company.
• Tax planning and preparation: tax strategy coordinated with investment decisions.
• Family office and philanthropic services: multi-generational wealth administration and charitable planning.

Who it works with

Clients are high-net-worth families, executives and business owners, including people preparing for an IPO or the sale of a company.

Key facts

• Certification: certified B Corporation
• Commitments: signatory of the Principles for Responsible Investment
• Related entity: BakerAvenue Trust Company
• Community: runs a Financial Feminism community focused on women's financial independence