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.
Your Legacy – On Your Terms
Preparing for the future includes sharing the story of your enduring legacy. The experts at Hilliard Lyons Trust and Baird offer a broad array of customizable trust solutions to help you build, protect and distribute your wealth. Whether you're setting up a trust that provides wealth for the next generation or creating a fund for all your philanthropic efforts, our trust officers and estate planners will design a plan tailored around the future you choose.
Personal Trust Services
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.
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.QUARTERLY NEWSLETTER
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.
Hilliard Lyons 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
1600 West End Ave., Ste 1100, Nashville, TN 37203
* Hilliard Lyons Trust Company headquarters
+ Trust services provided locally, all other services provided by our corporate headquarters