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Family Wealth Group's 
Fourth
 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 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.

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)

   

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©2014 Robert W. Baird & Co. Incorporated.

(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.