Chicago-based IPA 100 firm Baker Tilly (FY21 net revenue of $1 billion) has chosen partner Duncan Campbell to lead its private wealth practice.
Campbell joined Baker Tilly in 2019 after spending 14 years at a CPA firm in Dallas. He has worked with ultra and high-net-worth individuals, family groups and family partnerships for most of his career, and has advised clients on many areas of tax including M&A, family office structuring and restructurings, and tax mitigation strategies.
“Duncan understands the complexities of private wealth clients’ needs,” says Joe O’Neill, president of Baker Tilly Wealth Management and MP of tax operations. “His ability to amplify the individual strengths of his team members to create big-picture solutions makes him the right leader for this team to serve our high-net-worth individual and family clients.”