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Baird Family Wealth Group

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Baird Family Wealth Group's 
Second Quarter 2016 Outlook

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

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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 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

Baird is honored to have ranked No. 1 overall for research quality and importance among small-/mid-cap research advisory firms  in a 2015 survey by Greenwich Associates,1 a leading investment industry consultant. In fact, Baird has been ranked Number One in multiple Research and Sales categories for many consecutive years.


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©2016 Robert W. Baird & Co. Incorporated.

1Greenwich Associates U.S. Equity Investors – Small/Mid-Cap Funds, April 2015. Survey conducted with 92 small-cap and mid-cap fund managers. Rankings for qualitative metrics are based on leading 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.