1. What is the Baldwin Capital FamOS®?

The Baldwin Capital FamOS is a comprehensive financial solution designed to provide a holistic approach to wealth management. It goes beyond traditional investment services by integrating financial, tax and legacy planning, and insurance management. To further support our clients diverse needs, we also collaborate with outside strategic partners who provide specialized services such as mortgages and real estate advice. FamOS strives to simplify all matters associated with your financial situation.

2. How is this different from your existing wealth management services?

While our core investment management services remain unchanged, FamOS expands our offerings to provide a more complete financial solution. This means that in addition to managing your portfolio, we can now assist with tax planning and preparation, estate strategies, and insurance needs.   Our primary goal is to ensure that all aspects of your financial life are aligned.

3. What is FamOS, and how does it relate to Baldwin Capital’s services?

FamOS is our holistic family focused suite of services. We like to think of it as your Family Operating System— a comprehensive framework designed to streamline and optimize every aspect of your financial life. With FamOS, we integrate wealth management, tax planning, estate strategies, insurance solutions, and all other financial matters into a single, cohesive system, ensuring that all elements of your financial well-being work together seamlessly.

4. Who is eligible for the Baldwin Capital FamOS?

You! Our FamOS is designed for individuals and families who want a more integrated and proactive approach to managing their financial well-being. While it was traditionally available only to ultra-high-net-worth clients, we have now made it accessible to our valued friends.

5. What are the benefits of bundling these services together?

By integrating wealth management, tax planning, estate strategies, insurance, and real estate advisory, we ensure that all aspects of your financial life work together efficiently. This approach can help minimize taxes, optimize investment strategies, and provide a clear roadmap for your financial future—while also saving you time and hassle.

6. Can I still work with my current accountant, attorney, or other financial professionals?

Absolutely. FamOS is designed to complement and enhance your existing financial relationships. We collaborate with your current advisors to ensure a coordinated and cohesive strategy that aligns with your goals. Like a general contractor building a home, we think it is becoming more crucial to look at the whole picture to ensure that every I is dotted and T is crossed to prevent missing key components.

7. When can we discuss these new services in more detail?

We would love to schedule a time to connect and discuss how FamOS can benefit you. We will be reaching out in the coming weeks, but if you’d like to set up a meeting sooner, please don’t hesitate to contact us.

8. How will the transition to the Family Office Service affect my current relationship with Baldwin Capital?

Your relationship with Baldwin Capital will remain as strong as ever. If you are currently working with us for wealth management, you will continue to receive the same high level of service and expertise. FamOS simply provides additional options for those who want a more comprehensive approach to managing their financial well-being. You can choose to take advantage of these expanded services at your own pace, based on your needs and preferences.

9. What does the tax preparation service include? *

Our tax preparation service includes full-service filing for individuals and families, along with strategic planning to help optimize your tax situation. We handle everything from standard tax returns to more complex filings for business owners, investors, and high-net-worth individuals.

10. How do I get started?

Simply reach out to our team via phone or email, and we will be happy to walk you through the process and tailor a plan to meet your specific needs.

* 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 Financial does not offer tax advice or tax-related services.