Let us help you create your legacy through estate planning, trust and estate services and investment management – so you can transfer your wealth to the people and causes you care about most.
Ensure Your Legacy. Your Way.
With more than 35 years of experience providing asset management, trust administration and estate settlement services for individuals, families and institutional clients, the professionals at Baird Trust can help you protect, grow and transfer your wealth in a way that reflects your values and vision for the future. Discover how we strive to deliver the peace of mind that comes from knowing the people and causes you care about will be provided for. View more information below.
Personal Trust Services
Estate Planning
Our Baird estate planners explore with you customized solutions that help safeguard your assets, mitigate the impact of taxation and ensure your estate provides long-term financial support and peace of mind for the people and causes closest to you. Your estate planner can coordinate with you and your attorney to develop and implement strategies designed to protect and distribute your wealth.
Trust & Estate Service
Our trust and estate services team helps make sure your wishes are carried out and your loved ones or charities are provided for as you planned. Working with you and your family, we provide budgeting and cash flow support within the parameters of your legal documents.
Investment Management
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.
Expert Advice, Always Within Reach
Our trust experts are always accessible, providing you with the hands-on support you need to create your unique legacy. Working with your local Financial Advisor, you always have access to your trust officer and portfolio manager for the skillful guidance, cutting-edge tools and resources that can help you reach your financial goals, define your legacy and plan for generations.
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Baird Trust Locations
500 West Jefferson Street, Suite 2600, Louisville, KY 40202
110 Main St., Evansville, IN 47708
3805 Edwards Rd, Suite 610, Cincinnati, OH 45209
300 N. Main St, Suite 400, Greenville, SC, 29601, USA
1600 West End Ave., Ste 1100, Nashville, TN 37203
* Baird Trust headquarters
+ Trust services provided locally, all other services provided by our corporate headquarters