About Baird Trust Wealth & Family Office
A Fiduciary With a Focus on Relationships
Wealth and Family Office provides tailored wealth management and trust solutions exclusively to ultra-high-net-worth individuals, families and business owners. As a full-service team, we pride ourselves on managing the complexities associated with wealth management so you are free to live your best life. And because we’re fiduciaries, you can be sure every action and recommendation we make is solely in your best interests.
Who We Serve
Our clients range from multigenerational families to business owners creating the first generation of wealth. We take a proactive, collaborative approach to managing wealth by forging close relationships with you, your family and your advisors across each generation. We also help you address a full range of concerns regarding the management and administration of your wealth, from tax mitigation, to cash flow and liquidity strategies, to preparing rising generations for managing wealth responsibly. It’s a holistic, full-service model that keeps you and your family front and center.
Wealth & Family Office Solutions
Estate Planning
Trust Administration
Asset Management
Operating As A Trustee
Managing Financial Affairs
Philanthropic Planning
Family Meetings
Multigenerational Issues
