In contrast to many wealth managers, we are not asset gatherers. SimonBaker&Partners is a multi-family office. We are Senior Wealth Advisors who are managers of financial managers.

Each of our Senior Wealth Advisors is hands-on and personally accountable for all aspects of a client’s wealth management. There is no hand-off to junior staff.

Due to the level of personal involvement --- and the required depth of client understanding being a true proxy voice demands --- SimonBaker&Partners only accepts a small number of exceptional clients with investment assets of $20 million or more.