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Our full suite of Family Office Services will help you enjoy life right now and find peace of mind long into the future.

The experience of managing wealth is never the same for any two individuals or families. It can be invigorating for some, and overwhelming for others. But in every case, wealth management comes with a lot of responsibility; for families, and for next generations – some of whom are learning how to navigate an increasingly complex financial environment.

We offer a generous array of services for you and your family – all designed to help you minimize stress and maximize joy. From financial management and education, to unique lifestyle services, we’ve been working to make every day easier, and every future brighter.

Personal financial management
Customized reporting
Tax coordination
Estate management
Strategic wealth transfer
Philanthropic planning
Lifestyle management

Genuine relationships and personal attention are the hallmark of the Baldwin experience. We’ve made lasting relationships that span generations because again and again we choose people over products, and family-impact over fast wins. You’ll feel the difference the minute you meet us, and every single time for years to come.

Download our fact sheet below to learn more about how we can help.

Family Office Services
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