Baldwin Family Office Services

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