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What We Do

We offer families and institutions a local presence that brings together the global resources of Baird to provide a comprehensive private wealth management experience including the following services:

Financial Planning

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Investment Management

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Tax Planning

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Estate Planning & Wealth Transfer

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Corporate & Executive Services

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Philanthropy & Charitable Giving

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Risk Management & Insurance

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Capital Markets & Investment Banking

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Cash Management

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Online Services

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ID Theft Protection

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