A Successful Plan Is Only Successful When It’s Easy to Follow
No matter how complex your situation, we create financial plans that are simple to understand and implement.
Baird Family Wealth: Who We Are, How We Serve
Legacy wealth families and organizations often require advice and services that extend beyond traditional wealth management. As a Baird Family Wealth team, we are devoted to addressing the complex financial and interpersonal needs of intergenerational wealthy clients and institutions.
Financial Planning
We work hand in hand with our Certified Financial PlannerTM professionals to create a personalized roadmap, based around your needs & goals or those of your family, to help build long-term financial stability.
Trust & Estate
Working in collaboration with Baird Trust Advisors, we assist you in building your legacy. Whether you’re passing down wealth to the next generation, or establishing a fund for your philanthropic efforts.
Retirement Solutions
The Estes Holland Group serves as independent consultants in Retirement Plans. Along with great attention to the needs of the plan, we also assist our clients with their fiduciary responsibilities.