Baker Street Advisors Group, LLC Family Wealth Management

Overview

Baker Street Advisors, LLC reports serving 540 family and foundation clients. The firm says each relationship is supported by a primary adviser and at least one client service professional.²

History

Baker Street Advisors was founded in 2003.²

Leadership

Chris Wilkens is CEO and Partner, Peter Hand is CIO and Partner, and Wendy Umphrey is Partner.³

Services

The firm provides client service, family office services, investment management, taxable transition management, and wealth planning. Its wealth planning work addresses tax, insurance, and estate planning, with coordination among clients’ accountants and estate attorneys.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Risk and insurance

Client Focus

Baker Street serves successful families, individuals, and foundations, including the 540 family and foundation clients reported by the firm.¹²

Approach

Baker Street’s stated investment philosophy emphasizes diversification, a long-term perspective, calibrated risk, research-based advice, client-specific detail, simplicity, and after-tax, risk-adjusted returns. The firm says its process is built around service, efficiency, objectivity, and effectiveness, and that it acts as a fiduciary providing objective advice.⁵

Assets and Minimums

Baker Street reports average assets managed of $25 million. The firm also reports using its collective $13 billion in purchasing power to seek favorable investment fees for clients.²⁴

FAQs

Related resources

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Sources

1. Baker Street Advisors
2. About Baker Street Advisors
3. Baker Street Advisors People
4. Baker Street Advisors Services
5. Baker Street Advisors Approach
6. SEC Investment Adviser Public Disclosure Report

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.