Our Approach

Working with Family Wealth Advisors

The Hassan Oldham Group offers a bespoke wealth management experience that supports the preservation and growth of multi-generational wealth.

As designated Family Wealth Advisors by Baird Family Wealth, 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. Learn more in the video below:

Our Approach

In partnership with Baird Family Wealth, we take the time to understand your needs and complex 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 built specifically for you and your family.

With decades of expertise behind us, our team is equipped to engage you and your family in order to establish a long term plan. While specific plans vary, we guarantee each to be backed by professional client service and execution, empowering you to confidently enjoy whatever lies ahead.

You can expect the following from our team.

Differentiation

Dignity is defined differently for each client. Therefore, differentiated solutions must be incorporated into the planning process.

We will customize your financial plan to meet your your unique financial needs, expectations, and goals in addition to providing sound, appropriate and meaningful counsel along the way.

Strategy

We believe long-term investment success is best achieved by avoiding market timing and focusing on diversification among multiple asset classes.

However, diversification does not assure a profit or protect against losses.

Partnership

Partnering with tax professionals to project tax consequences can have a positive impact on investment decisions. However, tax-reduction alone cannot drive investment management decisions.

We also believe that while insurance is an effective tool for managing risk and attaining specific goals, it is often not the most effective choice as a general investment vehicle.

Focus

We believe wealth management must focus not only on asset growth, but also on asset preservation.

Remaining focused on long term goals is imperative to investment success. We will advise you to maintain flexible while avoiding jumping into irrevocable solutions too soon.

Our Process

The Hassan Oldham Group provides comprehensive wealth management for individuals and families. We guide our clients through all stages of their financial life, helping them achieve what’s most important to them. And with a focus on legacy planning, our greatest satisfaction comes from helping preserve our client’s family’s values and wishes for their wealth.

Our wealth management process revolves around you – your values, your priorities. We will engage you and your family to establish and execute a customized plan meant to empower maximum enjoyment for generations to come.

Our team of Family Wealth Advisors focuses on helping you and your family reach your financial goals and build and protect your legacy. Whether you are just starting your family or focusing on passing wealth to future generations, we are here to help you through every step.

We understand that as your personal life changes, so does your financial life. Communicating new circumstances is imperative to maintaining a proper overall plan. Through open dialogue and regular reviews, our team is committed to helping you grow, protect, and enjoy your wealth.

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.

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