Wealth Management Specifically Tailored for Legacy Wealth

Baird Family Wealth advisors have an intimate understanding of the concerns that can accompany legacy wealth. From preparing heirs for an inheritance to transitioning a business to advanced tax planning strategies, our credentialed team has the experience to address the financial complexities this degree of wealth can bring.

Extensive Resources and Relationships

Backed by more than 100 years of the trusted Baird name, we have built the internal and external relationships to help you navigate even the most complex transitions. Our significant planning capabilities can also extend as needed to draw on Baird’s more specialized resources, including:

• Baird Trust
• Business Owner Solutions
• Global Investment Banking
• Baird Capital

A Collaborative Approach

At Baird, our associates share in a client-centered, team-oriented philosophy in which every advisor cares about every client and is motivated to help you succeed. We take the time to understand what makes your family unique and how we can best support you across generations. We also collaborate with family CPAs, attorneys and other financial professionals to provide the structure and expertise to help you manage what matters most.