Business Owners
Your business and your personal wealth are inseparable. We treat them that way.
For most business owners, the business and their personal financial life are inseparable — and the decisions that shape one shape the other. Baldwin works with owners of closely-held businesses at every stage: those in growth mode who need to extract wealth tax-efficiently, those planning an exit who want to avoid being blindsided by the tax consequences, and those focused on succession who need to ensure both the business and the family land well. Our advisors have extensive experience with venture capital, real estate, and insurance products as part of a comprehensive owner-level wealth management strategy — and we bring our CPA and tax capabilities directly to the table alongside investment management.
Foundations & Nonprofits
Your endowment exists to fund a mission. We help you protect it, grow it, and deploy it with confidence.
A foundation or nonprofit endowment exists to fund a mission, and the investment strategy that supports it must balance long-term growth with the discipline to spend appropriately and the integrity to align with organizational values. Baldwin provides fiduciary-standard investment management to foundations and nonprofits seeking institutional-quality oversight. We work alongside your board to develop an investment policy statement, manage endowment assets across taxable and tax-exempt vehicles as appropriate, and support the full range of administrative and governance responsibilities — including 990 PF preparation and ongoing compliance with state and federal regulations.
Family Offices
Multi-generational wealth demands multi-dimensional oversight. We provide it.
Baldwin’s Family Office division provides customized support and solutions to affluent families and multigenerational households requiring coordinated investment, tax, estate, and administrative oversight. Our financial planners work side by side with portfolio managers to develop strategies that address each family’s goals while minimizing tax liabilities and controlling risk. We serve as fractional Chief Financial Officer, coordinate with attorneys and outside advisors, oversee real estate and charitable asset management, and manage the full ecosystem of complexity that defines family wealth at this level — bringing everything under one roof so that nothing falls between the disciplines.