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Timonier Family Office
Tim L. Baker established Timonier Family Office in 1997 after a career in financial advisory. The firm grew from his individual practice into a family-operated...
Timonier Family Office
Tim L. Baker established Timonier Family Office in 1997 after a career in financial advisory. The firm grew from his individual practice into a family-operated multi-family office that serves multiple clients from a single Winston-Salem location. Services span financial planning, investment advisory, tax planning, estate planning, real estate advisory, retirement plan services, and philanthropic planning. The firm lists hedge funds and real estate among its investment types and maintains a PropTech sector focus. Geographic activity centers on North America. No specific external portfolio holdings or co-investors appear in public materials. The firm reports an estimated $389 million in assets under management. It lists no additional offices. Team members hold designations including CFA, CFP, CPA, and CIMA. Timonier maintains memberships in the Palm Beach Hedge Fund Association and the Financial Planning Association. Philanthropic ties include Crossnore Communities for Children and the Winston-Salem Foundation.
General information
Firm type
Multi Family Office
Year founded
1997
AUM
389 (Altss estimate)
Location
Region
North America
Country
United States
City
Winston-Salem
Corporate office
Winston-Salem, NC, United States
Principals
Tim L. Baker
Founder, President and CEO
Nicholas C. Baker
Wealth Advisor
Janice French
Wealth Advisor
Robert Lack
Wealth Transfer Advisor
Corry Molter
Senior Tax Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Timonier Family Office?
Tim L. Baker serves as Founder, President and CEO. Investment advisory responsibilities are shared among licensed professionals including Janice French and Nicholas C. Baker.
Does Timonier Family Office participate in fund commitments or only direct deals?
Public materials list hedge funds and real estate among investment types without specifying commitment sizes or structures.
Where does the underlying wealth come from?
The firm traces its origin to Tim L. Baker's financial advisory career rather than a single disclosed family fortune.
How does Timonier Family Office source proprietary deal flow?
No specific sourcing channels or networks beyond professional association memberships are described in available materials.
Does Timonier Family Office maintain philanthropic structures, and how are they separated?
The firm lists philanthropic planning as a service and maintains relationships with named nonprofits including Crossnore Communities for Children.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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