At Baldwin Capital Management, we believe family wealth is about more than just investments. It is about values, purpose and opportunities for you and the people you love. Our FamOS® are designed to bring clarity, structure, and steadiness to the complex decisions that come with meaningful wealth. From risk oversight to generational planning, we help you manage not only your assets but the responsibilities and relationships that come with them. By simplifying the business of your family, we give you more space to focus on what matters most. After all, we don’t just manage money – we enable dreams.

Key Services:

• Comprehensive Financial Plan to help you articulate and pursue your goals
• Access to our Investment Committee crafted strategic investment strategies based on your specific needs
• Thematic Investment Sleeves for timely and dynamic satellite allocations
• Tax-Smart Investment options for harvesting tax losses even (especially) in up markets
• Income Tax Services for streamlined, hassle-free, and stress minimized tax returns*
• Insurance planning to make sure you and your family have the coverage you need
• Social Security, Medicare, and Pension planning
• Estate planning and consultation to help manage and transfer wealth
• Strategic partners to area professionals to assist with mortgage and real estate guidance

As a FamOS member, you gain access to a host of exclusive benefits designed to enhance your experience and support your financial journey. From special events and professional services to unique merchandise and membership opportunities, our FamOS program offers a comprehensive suite of perks tailored to meet your needs.

Exclusive Perks:

• Invitations to our annual FamOS Day
• Access to our FamOS professional partner network for specialized guidance on estate planning, taxes, real estate services, and insurance (with more to come)
• Exclusive FamOS events throughout the year like wine tastings, arena tours, golf outings, etc.
• Access to advisory services provided via the FamOS program
• FamOS toolbox to store everything you need to build your dreams
• Tools to fill the box will be provided as we achieve milestones
• FamOS merch like quarter-zips and polos

Interested in learning more? See our FAQs for more information. Better yet, contact us today.

* Tax-related services offered through Baldwin Capital Tax Services LLC DBA Baldwin Capital Management, Inc. Baldwin Capital Tax Services is a separate legal entity and not affiliated with LPL Financial. LPL does not offer tax advice or tax-related services.