Business principals and corporate executives often have more complex financial concerns that require sophisticated strategies.
Backed by award-winning research,1 deep fixed income expertise and global equity capital markets and private equity platforms, Baird has the ability and expertise to address your needs. We know your company, your competition and how your stock trades, and we have the infrastructure to help you maximize personal opportunities.
Working directly with your attorneys and CPAs, our specialists will talk you through your options and help you understand their implications as part of our in-depth pre-liquidity trust and estate planning process, which encompasses:
• Retirement planning
• Succession planning
• The sale of a business
• Tax efficiency
• Restricted stock issues/concentrated stock positions
• Rule 144 and 10b5-1 plans
This unique combination of understanding and coordinated resources lets Baird effectively manage your specialized needs throughout your financial life cycle.
1 Baird ranked No. 1 for “most trusted research firm” and “greatest knowledge of companies and industries” in the 2013 Greenwich Associates survey. Greenwich Associates U.S. Equity Investors – Small/Mid-Cap Funds, May 2013. Surveys conducted with 88 U.S. small-cap and mid-cap fund managers. Greenwich Associates is the leading consulting firm in the international and sell-side research market.