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High Net Worth Investors

Wealth is a blessing and burden. The needs of high net worth investors can be extremely nuanced, sophisticated, and complex. Whether it is unique estate and tax planning, family governance, charitable endeavors, or planning for intergenerational wealth transfer, our team is positioned to work with high net worth and ultra-high net worth families to meet their wealth needs. We serve as your trusted advisor, guiding you and your family towards preservation of your legacy.

<b><span>Trust Services for Individuals and Families</span></b>

Trust Services for Individuals and Families

Mapping out the future you want is only the beginning. Building that future and navigating the complexities that can accompany wealth require thoughtful, comprehensive solutions – as well as experts personally committed to seeing them through. Baird Trust helps individuals and families protect, grow and transfer wealth in a way that reflects their values and vision for the future. We work directly with them and their Baird Financial Team, engaging Baird’s Estate and Financial Planning expertise along the way, to help establish and implement trusts and settle estates to meet their objectives, whether it be tax efficiency, family privacy or other important goals. We also help create and administer charitable endowments and foundations. Our focus is on the management responsibilities associated with these charitable vehicles, freeing family members to concentrate on the people and things that matter most.

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