Baird Family Wealth
Serving the Human Side of Legacy Wealth
Legacy wealth families and organizations often require advice and services that extend beyond traditional wealth management. Baird Family Wealth is a specialized offering within our Private Wealth Management business devoted to addressing the complex financial and interpersonal needs of these clients.
Who We Serve
Whether you’re considering a private foundation, split interest trust or nonprofit investment management, Baird Family Wealth has the expertise, resources and relationships to help ultra-high-net-worth families and business owners establish a family legacy through charitable giving. Whether it’s transitioning a family business, setting up and administering a trust or talking through the transfer of wealth to the next generation, Baird Family Wealth has the experience and insight to service the sophisticated needs of legacy wealth.
Baird Family Wealth partners with Baird Business Owner Solutions to offer tailored advice and service for the owner's business needs, including valuation strategies, transition planning and selling the business. Whether it’s transitioning a family business, setting up and administering a trust or talking through the transfer of wealth to the next generation, Baird Family Wealth has the experience and insight to service the sophisticated needs of legacy wealth.
Executives face complexities that require them to balance multiple dynamic factors when making decisions for both their business and family. Baird Family Wealth helps executives consider taxes, personal liquidity needs, fluctuating stock price, and other pertinent factors to assess their risk profile, manage concentrated positions, and maximize the value of their equity-based compensation.
The Benefits of Partnering With Baird Family Wealth
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:
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.
Baird Family Wealth Solutions
We can partner with you on a wide range of specialized wealth solutions.
