The Family Wealth Group

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Family Wealth Group's
First Quarter 2012
Summary Recap/
Second Quarter 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 you 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.

 

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. Click here.

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)

Careers|Help|Site Map|Important Disclosures|Privacy Policy|Financial Information|Business Continuity ©2010 Robert W. Baird & Co. Incorporated.
(1) Greenwich Associates U.S. Equity Investors – Small/Mid-Cap Funds, April 2011. Surveys conducted with 98 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. ©2012 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.