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High-Net-Worth Individuals

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 financial advisor, guiding you and your family towards preservation of your legacy. 

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. Our team works directly with Baird Trust Company and engages Baird’s Estate and Financial Planning expertise along the way to help establish and implement trusts and settle estates to meet clients' 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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You will not be charged for anything until you have assets at Baird