Individuals and Families

Services > Wealth Management > Our Clients > Individuals and Families

You’ve worked hard to provide for your family. Protecting prosperity, embracing opportunity, and building trusted relationships are critical to your continued success.

Strengthening your financial position and sustainability over time and across generations requires foresight from an early stage and consistent focus on evolving. We deliver a collaborative and customized service experience so your decision-making process aligns with your personal goals.

Whether your focus is on estate planning, family office, financial reporting, personal tax planning, charitable giving, insurance, or wealth management, it’s essential you feel secure that your business and personal affairs are safe and protected. Personal trust is of the utmost importance, allowing you to confidently discern various opportunities that come your way—many of which might not be in you and your family’s best interest.

Insights

Alert
SECURE 2.0 Retirement Plan Updates
A new spending bill affects personal, employer, and business-related retirement provisions. See what’s new, and what was omitted.
Alert
Article
Impact of Washington’s Long-Term Care Program
Learn details of the state’s publicly funded insurance program and how it could affect retirement plans, businesses, and more.
Article
Article
Successful Family Trustee
Acting as the trustee of a family trust is an honor. It’s also a huge responsibility. These five principles will help you fulfill your fiduciary responsibilities in a way that keeps personal risk in check and helps you create a positive impact.
Article
Article
Secure Your Legacy with an Estate Plan
Trust and estate planning is of the utmost importance when securing your legacy. Learn more about creating your estate plan.
Article
Article
How Low Interest Rates Affect Life Insurance
Low interest rates directly impact your life insurance policy’s cash value and your premium. We offer some tips to help manage your investment.
Article
Article
Tax Reform and Charitable Giving Opportunities
Tax reform will have a varying impact on the deductibility of charitable giving in 2018 and beyond.
Article

Primary Contact

Photo of Jerry Yu
Jerry Yu
Principal
(408) 558-7500

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.