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Client Services

framed painting of Filing Cabinet

As part of your client experience, the Baird Family Wealth Group has the capability to provide you the client services that you need when you need them. We can keep you organized to help simplify your life.


Client Services



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Data
Aggregation

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Financial
Strategy

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Investment
Management


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Risk
Management

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Tax
Planning

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Estate
& Trusts


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Philanthropic
Planning

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Family
Education

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Sounding
Board