Baird Trust Company
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Trust ServicesLearn MoreOur trust services team strives to ensure your wishes are carried out and your loved ones and charities are provided for. Working with you and your family, our Trust Officers act in a fiduciary capacity, administrating your accounts under the terms of your governing documents.
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Estate SettlementEstate Settlement ServicesThe Baird Trust estate settlement team can settle a decedent’s personal and financial affairs, including filing taxes, paying bills, closing accounts, and collecting final wages and insurance proceeds, as well as distribute the estate’s assets according to the estate plan in collaboration with legal and tax advisors.
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Investment ManagementSee How It WorksLeveraging our proprietary Core + Satellite approach and long-term holding philosophy, we can work with you to build an investment portfolio designed to maximize your assets and help you reach your wealth goals.
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Scenarios When Trust is NeededSee Our SolutionsBaird Trust offers a variety of solutions for individuals, families, endowments, and foundations to ensure wealth is grown and transferred in a way that aligns with your values and vision for the future.
Ensure Your Legacy. Your Way.
With nearly 40 years of experience providing trust administration, estate settlement and investment management services for individuals, families and institutional clients, the professionals at Baird Trust can help you protect, grow and transfer your wealth in a way that reflects your values and vision for the future. Discover how we strive to deliver the peace of mind that comes from knowing the people and causes you care about will be provided for.
