Wealth Transfer and Business Planning Solutions

The Baker Companies provides wealth transfer solutions to business owners, individuals, executives and their families who have created wealth in their lifetime and over generations.

The Baker Companies is a recognized leader in providing sophisticated planning and funding solutions to high net worth clients.

The Baker Companies facilitates:

• The transfer of a closely held business between partners and generations
• Protecting the next generation for repayment of debt and payment of taxes
• Providing liquidity for family and business financial security
• Providing unique tax favored financial structures
• Establishing appropriate structuring to facilitate family legacy planning
• Designing customized life insurance solutions tailored to the clients needs