Baldwin Family Office
provides several services to assist you with the following:
Tax preparation
Tax planning
Accounting services
Charitable asset management
Coordination with advisors and consultants
Public liaison
Real estate management
Estate planning
A selection of our services for a Board of Trustees of a Foundation or Charitable trust can include any or all of the following:
Guidance during initial formation
Help with defining Foundation guidelines
Outlining a mission statement
Intricacies of day to day operations
Arrangements for Trustees’ meetings and minutes
Preparation of 990 PF and all accounting and payroll functions
Record keeping
Monitor compliance with State and Federal laws and regulations