Family Wealth Management
Serving the Human Side of Legacy Wealth
We offer a bespoke wealth management experience that supports the preservation and growth of multi-generational wealth. We take the time to understand your complex needs and legacy considerations, developing meaningful relationships with you and your family along the way. Our approach focuses on the “why” behind your financial and legacy goals, as we concentrate on what makes your family unique, and how we can best support you across generations. Once we’ve reached this understanding, we formulate a plan that includes investment, tax, philanthropy, and estate advice, and trust services, built specifically for you and your family.
Working with Us
As designated Family Wealth Advisors, our team has undergone a rigorous and intentional program to guide ultra-high-net-worth individuals and their families through significant transitional events and multifaceted opportunities.
The Family Wealth Advisor Credential
Generational family wealth management is at the forefront of our intentional, focused credential provided by Baird Family Wealth. That, combined with advanced training on managing the unique complexities of family dynamics and legacy considerations, allows us to provide exceptional, elevated service to you and your family.
A Tailored Approach for You and Your Family
We take a client-centered, team-oriented approach. In addition to our expansive internal resources, we also collaborate with external strategic partners you may have, such as family CPAs, attorneys, and other financial professionals to provide the structure and coordinated expertise to manage what matters most.
Multi-Generational Teams for Multi-Generational Families
As Family Wealth Advisors, we have an established history in creating customized solutions for ultra-high-net-worth families with complex needs. Our specialized expertise helps us navigate the nuances of family wealth by collaborating with multiple generations to provide a vital continuity of service to see your legacy realized.
Extensive Resources to Support Your Unique Needs
Backed by Baird’s 100-plus years of wealth management experience, we leverage customized planning capabilities while integrating with a suite of specialized Baird resources, including:
Expertise in administration of revocable and irrevocable trusts, retirement accounts, charitable trusts, and private foundations.
Expert guidance for business transitions (business sales, acquisitions, ESOPs, and more) with comprehensive, detailed exit plans for long-term financial security.
Leading middle-market investment bank with M&A advisement, equity capital markets, capital advisement and restructuring.
Dedicated to helping lower-middle-market companies succeed in the global marketplace with Global Private Equity and US Venture Capital platforms.