Serving as your family wealth advisor requires not only a complete understanding of your values and priorities, but also the planning expertise to create a wealth management solution that’s right for you. That’s why we supplement our own deep financial knowledge with that of a broad and diverse team of in-house advanced planning specialists.

Whether you’re considering a private foundation, split interest trust or nonprofit investment management, Baird Family Wealth advisors have 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, we have the experience and insight to service the sophisticated needs of legacy wealth.

We also partner 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.

Our Second Opinion Service is the time-tested process used to determine where you are now with your finances, and where you would like to go. We start by analyzing your financial situation and identify any gaps that you need to be filled. It never hurts to know more, and we want to help you make informed decisions.  Why Now?  

We've never seen so much money in motion or so many people wanting someone to "check under the hood" of their financial plans. There's a lot of uncertainty in today's world, and we want to help make sure the people we work with have peace of mind knowing they're on the right path.

Our team is fully equipped to help you navigate this process and we look forward to hearing from you.  We regularly review tax returns, estate plans, and current asset allocations.