Going Beyond Advice
Significant wealth brings numerous opportunities – as well as many complex challenges. The Relationship Managers at the Wealth and Family Office ensure you have the hands-on expertise you need to navigate your wealth with confidence.
Using our long-term holding philosophy and proprietary Large-Cap and Core + Satellite strategies, your Relationship Manager creates a wealth management plan designed to maximize the potential of your investment portfolio while catering to your financial needs. That plan informs a broader universe of customized family office services and solutions, including coordinating your plans with your attorney and tax advisors, transferring your business to the next generation, planning your philanthropic approach or orchestrating your estate.
Wealth & Family Office Solutions
Your Relationship Manager works hand-in-hand with our Financial Planners to create your personalized roadmap to building and preserving wealth for the long term.
Trust and Estate Services
Working in collaboration with Baird and Hilliard Lyons Trust, your Relationship Manager helps you create your legacy, whether you're passing down wealth to the next generation or establishing a fund for your philanthropic efforts.
Drawing on the expertise of Baird's investment banking professionals, your Wealth Manager offers a broad spectrum of solutions for your business, including M&A advisory, business valuation, capital raising and transition planning.
Leveraging our proprietary Core + Satellite approach and long-term holding philosophy, we can help you build an investment portfolio designed to maximize the return potential of your assets and help you reach your wealth goals.
Family Office and Concierge Solutions
As a boutique firm dedicated to providing the highest level of tailored wealth management and concierge services exclusively to high-net-worth individuals, families and business owners, we understand the importance of providing a level of service that goes beyond what's expected.
About Our Partnership With Baird
Hilliard Lyons and Baird have served local families, businesses and communities as trusted financial advisors and financial partners for years. Now that we've joined forces, we know the value of our combined resources and expertise will benefit our clients. And because we share principles like integrity, putting clients first and giving back in the places where we live and work, you can trust that together we can be even better for you and for our communities.
Wealth & Family Office
500 W. Jefferson St., Suite 700
Louisville, KY 40202