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Chris Didier Presents at the 29th Annual
Nonprofit Organizations Conference
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As part of Baird Private Wealth Management, the Family Wealth Group is a multi-family office committed to providing customized and comprehensive wealth management services to business owners or executives with at least $25 million in investable assets. Our depth of investment and planning expertise, combined with our commitment to highly personalized attention, allows us to simplify your financial life while providing you with world-class portfolio management.
Our Value Proposition
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- Independent and objective advice
- Access to best-in-class institutional money management as well as alternative investment strategies
- Strong tax backgrounds for tax-efficient investing and portfolio construction
- Process, not product, focused
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Diverse expertise encompassing investment advice, tax strategy, wealth transfer, generational issues, and long-term financial planning and strategy
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Work closely with our clients’ other advisors to bring the best possible solutions to the client
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Straightforward, transparent, and competitive fee structure
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Experienced team of investment and financial professionals, several of whom hold the CFA designation.
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Baird was named the No. 1 “most trusted” research firm for the eighth consecutive
year and the No. 1 “most important research firm” for the sixth year in a row in the
2011 Greenwich Associates survey. We have full access to this award-winning research to
make investment decisions for you and your family. (1)
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