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Services

Successful families and institutions with substantial assets typically have complex needs and require highly integrated capabilities. For these clients, our practice offers a local presence that brings together the global resources of Baird to provide a comprehensive private wealth management experience including the following services:

Investment Management

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Financial Planning

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Tax Planning

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Estate Planning
& Wealth Transfer

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Family Dynamics
& Governance

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Philanthropy
& Charitable Giving

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Risk Management
& Insurance

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Corporate
& Executive Services

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Capital Markets
& Investment Banking

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Exit
& Liquidity Planning

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Cash Management
& Lending

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Identity Theft Protection & Online Services

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