Baird Trust Wealth & Family Office

Overview

Baird Trust Wealth & Family Office offers a range of services including estate planning, trust administration, asset management, and philanthropic planning, tailored to the unique needs of ultra-high-net-worth individuals, families, and business owners. Their approach emphasizes building close, personal relationships with clients, ensuring a deep understanding of each family's financial life and legacy. By limiting the number of clients they serve, Baird Trust provides a high level of personalized service, collaborating with outside advisors and offering proactive guidance across generations. The firm's investment strategy focuses on a long-term holding philosophy, evaluating each investment opportunity from the perspective of a potential long-term ownership stake. They employ a proprietary Core + Satellite approach to portfolio construction, aiming to maximize returns while controlling risk across various market environments. This strategy includes in-house expertise in individual equities and fixed income, with a history of outperforming appropriate benchmarks. With nearly 40 years of experience, Baird Trust has established itself as one of the largest state-chartered trust companies in Kentucky, managing over $17 billion in client assets. Their comprehensive services and commitment to client relationships have made them a trusted partner for families seeking to protect, grow, and transfer their wealth in alignment with their values and vision for the future.

Investment Focus

• Focus on ultra-high-net-worth individuals, families, and business owners
• Interest in comprehensive wealth management and family office services

Portfolio Companies