Baird

Baird Family Wealth is a specialized wealth management experience created to support the stewardship of legacy wealth. This unique resource provides elevated service for you and your family.

Our Ethos Is People

Baird Family Wealth is comprised of experts who know the issues and solutions needed for families with complex needs. We work with you to take the time to understand what makes your family unique, and how we can best support you throughout the generations.

Bespoke Wealth Management

We offer customized resources to support family needs, legacy considerations, and the complexities that can come with ultra-high-net-worth. Backed by more than 100 years of the trusted Baird name, we have built the internal and external connections to help you navigate even the most complex transitions.

Extensive Resources to Support Unique Client Needs

Baird Family Wealth’s core strength emerges from our planning capabilities and integration with a suite of specialized resources such as Baird Trust, Business Owner Solutions, Global Investment Banking, Baird Capital, and many external strategic partners.  

Team-Oriented and Client-Centric Approach

At Baird, our associates own the company and work together in a client-centered, team-oriented approach. We also collaborate with family CPAs, attorneys, and other financial professionals to provide the structure and expertise to manage what matters most.