Home / Directory / United States / North Carolina / Timonier Family Office, Ltd.
Timonier Family Office, Ltd.
Multifamily office listing in Winston-Salem, North Carolina, United States.
- SEC-registered
- Regulatory AUM
- $450 million
- Employees
- 8
- Clients
- 101-250
- SEC CRD
- 150748
Timonier is a multidisciplinary family office serving clients from Winston-Salem, North Carolina.1
Overview
Timonier Family Office, Ltd. provides integrated wealth services across financial planning, investment advisory, tax planning, estate planning, real estate, retirement planning, philanthropy, and human capital.2 Its Form ADV describes work for individuals, families, trustees, estates, endowments, charitable organizations, business entities, pension plans, and profit-sharing plans.3
The firm states that it is fee-only and does not receive commissions on transactions or services.3 Timonier is registered with the Securities and Exchange Commission under CRD 150748, with registration effective June 29, 2009.4
History
The firm was established in 1997 as Baker Capital Advisors and reorganized in 2009 as Timonier Family Office, Ltd.5
Timeline
- 1997The firm was established in 1997 as Baker Capital Advisors and reorganized in 2009 as Timonier Family Office, Ltd.
- 2009Timonier is registered with the Securities and Exchange Commission under CRD 150748, with registration effective June 29, 2009.
Leadership
Tim L. Baker is the firm’s founder and holds the GFS and CIMA designations.6 Nicholas C. Baker and Janice French serve as wealth advisors; Robert Lack is wealth transfer advisor; Corry Molter is senior tax advisor; and Sam Soots is director of retirement plan services.6
Sam Soots joined Timonier in January 2022 and holds CFP and CRPS designations.7
Services
Timonier coordinates financial planning, investment management, tax planning, and estate planning as part of its family office services.2 Its retirement-plan practice includes plan review, ERISA compliance, investment oversight, plan-management support, and participant retirement education.7
Investment advisory services may include equity securities, corporate debt, municipal securities, mutual funds, exchange-traded funds, government securities, certificates of deposit, variable annuities, and real estate investment trusts.8
What the firm offers
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Trust and fiduciary
- Philanthropy
- Private and alternative investments
- Retirement planning
Client Focus
The firm serves individuals and families as well as fiduciaries and institutions, including trustees, estates, endowments, charitable organizations, business entities, pension plans, and profit-sharing plans.3
Approach
Timonier describes its approach as holistic and multigenerational, coordinating planning and advisory disciplines around each family’s objectives.9
Assets and Minimums
Timonier reports $388,829,076 in total assets under management as of December 31, 2024, including discretionary and nondiscretionary assets.5
The firm typically requires an initial investment of $1,000,000, though it may waive that requirement based on a client’s circumstances.9 Endowment, trust, and retirement-plan consulting services are available for accounts with an initial investment value of $2,000,000.9
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $205 million | $158 million | $47 million |
| 2017 | $224 million | $169 million | $55 million |
| 2018 | $268 million | $202 million | $65 million |
| 2019 | $255 million | $196 million | $59 million |
| 2020 | $315 million | $244 million | $71 million |
| 2021 | $337 million | $258 million | $79 million |
| 2022 | $409 million | $308 million | $101 million |
| 2023 | $292 million | $264 million | $28 million |
| 2025 | $389 million | $347 million | $42 million |
| 2026 | $450 million | $408 million | $42 million |
| Year | Average AUM per client |
|---|---|
| 2018 | $2 million |
| 2019 | $2 million |
| 2020 | $2 million |
| 2021 | $2 million |
| 2022 | $3 million |
| 2023 | $2 million |
| 2025 | $2 million |
| 2026 | $2 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 86 |
| High net worth individuals | 100 |
| Pension plans | 12 |
| Year | Employees |
|---|---|
| 2016 | 6 |
| 2017 | 6 |
| 2018 | 6 |
| 2019 | 5 |
| 2020 | 5 |
| 2021 | 5 |
| 2022 | 5 |
| 2023 | 7 |
| 2025 | 8 |
| 2026 | 8 |
Ranks #7 of 9 SEC-registered firms in NC on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 150748. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
When was Timonier established?
The firm was established in 1997 as Baker Capital Advisors and reorganized in 2009 as Timonier Family Office, Ltd.5
What services does Timonier provide?
Its services include financial planning, investment advisory, tax planning, estate planning, real estate, retirement planning, philanthropy, human capital, and retirement-plan consulting.2
What is Timonier’s typical minimum investment?
Timonier typically requires an initial investment of $1,000,000 and may waive that requirement depending on the client’s circumstances.9
Related resources
- LocationMultifamily offices in North Carolina
This directory helps compare multifamily offices serving North Carolina families and business owners. It gives a regional starting point for someone in Winston-Salem considering services such as investment management, financial planning, tax planning, estate planning, and retirement planning.
- Network siteEstatePlanner.com
EstatePlanner.com offers educational guides on wills, trusts, beneficiary choices, and related estate matters. A reader can use these materials to prepare questions about estate planning, trust and fiduciary services, tax considerations, and philanthropy when speaking with a family office.
- Network siteFamilyOffices.com
FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Its material can help readers understand how family offices address private investments, governance, philanthropy, financial planning, and the coordination of family and business priorities.
- GuideQuestions to ask a multifamily office
This guide provides questions to ask before selecting a multifamily office. Readers can use it to examine investment management, tax and estate planning, fiduciary responsibilities, retirement planning, communication practices, and experience serving families or business owners.
- Similar firmsColony Family Offices
Epic Capital Wealth Management [A]
Eton AdvisorsProfiles of Colony Family Offices, Epic Capital Wealth Management [A], and Eton Advisors offer additional firms to review on this site. Comparing their stated services, locations, and client focus with Timonier's North Carolina context can help a reader organize follow-up questions and define selection criteria.
Sources
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.
Ask Richard
Have a question about multifamily offices, fees or how to compare firms? Richard C. Wilson has run Family Office Club since 2007 and answers reader questions directly.
Send a question Text or WhatsApp (808) 600-9260