Wealth Management Services by The Family Wealth Group l Baird

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and Consultative Partner

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American Taxpayer Relief Act
of 2012

Family Wealth Group's
Second Quarter 2013 Outlook

Review of key factors driving the markets and economy, and the impact on current and future investment strategies.

Read the full report >

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 portfolio management tailored specifically to
you and your family.

Our Value Proposition

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
Diverse expertise encompassing investment advice, tax strategy, wealth transfer, generational issues, and long-term financial planning and strategy
Work closely with our clients’ other advisors to bring the best possible solutions to the client
Straightforward, transparent, and competitive fee structure
Experienced team of investment and financial professionals, several of whom hold the CFA designation.

News/Talk 1130 WISN Interview (11/28/2012) The Baird Family Wealth Group’s own Chris Didier, along with Brian Beaulieu of the Institute for Trend Research (ITR), were featured in an interview on News/Talk 1130 WISN. Click here to listen to the playback.

What are the Social, Financial and Economic Realities of Living Longer? View Chris Didier’s recent presentation at the 29th Annual Nonprofit Organizations Conference at the University of Texas by clicking here.

Baird was named the No. 1 most trusted research firm for the ninth consecutive
year and the No. 1 “Top 5” research firm for importance for the sixth year in a row in
the 2012 Greenwich Associates survey. We have full access to this award-winning
research to make investment decisions for you and your family. (1)

(1) Greenwich Associates U.S. Equity Investors – Small/Mid-Cap Funds, April 2012. Surveys conducted with 94 U.S. small-cap and mid-cap fund managers. Rankings based on top 10 research firms in survey.

Robert W. Baird & Co. does not provide tax or legal advice. You are advised to seek advice from legal and tax counsel to determine the applicability of this information to your income tax, estate, and financial planning decisions. ©2013 Robert W. Baird & Co. Incorporated. Member SIPC. Securities offered through Robert W. Baird & Co.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.