Baird Trust Wealth & Family Office

The Baird Trust Wealth and Family Office Team

Wealth and Family Office


Serving the needs of families with multigenerational wealth requires more than deep financial expertise – it takes a commitment to building close, personal relationships and providing an unparalleled level of service. Our team’s holistic industry knowledge and commitment to knowing each and every family we serve allows us to guide ultra-high-net-worth clients through all phases of their financial life and legacy.

 

Our Approach


What sets our team apart is the quality of our client relationships. By limiting the number of clients we take on, we’re able to provide truly white-glove service. You’ll see it in our responsiveness and accessibility, our collaboration with outside advisors, our ability to offer guidance that’s proactive and the continuity of our relationships across generations. And because trust management and administration are fully integrated into our practice, you have one team who understand you and your family intimately and can ensure all your needs are cared for.


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Four associates from the Wealth and Family office team gathered around a table at the Churchill Downs library
Two bookcases at the Churchill Downs library, filled with books, vases and horse statuettes

 

The Baird Trust Wealth and Family Office Team

Our Team


Discover the professionals who make up our team, the services we offer and what you can expect from working with us.

Meet Our Team

 

 

 

Black and white photo overlooking Louisville

Our Location


Baird Trust Wealth & Family Office
500 W. Jefferson St.
Suite 2600
Louisville, KY 40202
+1-502-588-1700

Contact Us