Wealth and Family Office provides wealth management services as part of Baird Trust. Headquartered in Louisville, Kentucky, Baird Trust has offered trust administration, estate settlement, investment management and charitable giving advice and service for individual and institutional clients since 1984.

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Baird Trust Leadership


Meet the experts in asset management, trust, estate planning and more who lead our business.

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Estate Settlement


Addressing the personal and financial affairs of someone who has died can be challenging, especially if guiding documents are missing or incomplete. Baird Trust can settle the most complex estates with efficiency and sensitivity.

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Investment Management


Baird Trust’s investment management team takes the long view on portfolio construction, evaluating each investment opportunity from the perspective of a potential long-term ownership stake. Their aim is to help you attain your investment goals by focusing on high-quality, attractively priced companies and assets and leveraging their proprietary investment management strategy.

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Charitable Giving


For many of our clients, charitable giving is a key component to building a legacy. By partnering with Baird Trust’s experts in charitable giving, we have a wealth of strategies available to help you make the most of your philanthropic intentions.

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Baird Trust’s Charitable Solutions Strategies. Charitable Solutions Strategist Jonathan Raymon discusses how Baird Trust can help you make the most of your giving.

The Baird Trust Wealth and Family Office Team

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