A Trusted, Experienced
and Consultative Partner
Family Wealth Group's
First Quarter 2014 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
Our Value Proposition
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.
|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.
For the 10th consecutive year, Baird was named the No. 1 “most trusted” provider of
research by institutional investors, who also ranked Baird their No. 1 “most important”
research firm. Overall, Baird ranked No. 1 in 12 of 15 categories for research, sales and
corporate access in a 2013 survey of professional money managers by Greenwich Associates,(1)
a leading investment industry consultant. We have full access to this award-winning research to
make investment decisions for you and your family. (1)