Baird Trust Wealth & Family Office
Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Real Estate, Fixed Income (Debt and Bonds), Hedge Funds, Venture Capital
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Retail
- Education
- Agriculture
- Industrial
- Transportation
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1984
Baird Trust Wealth & Family Office offers a range of services including estate planning, trust administration, asset management, and philanthropic planning, tailored to the unique needs of ultra-high-net-worth individuals, families, and business owners. Their approach emphasizes building close, personal relationships with clients, ensuring a deep understanding of each family's financial life and legacy. By limiting the number of clients they serve, Baird Trust provides a high level of personalized service, collaborating with outside advisors and offering proactive guidance across generations.
The firm's investment strategy focuses on a long-term holding philosophy, evaluating each investment opportunity from the perspective of a potential long-term ownership stake. They employ a proprietary Core + Satellite approach to portfolio construction, aiming to maximize returns while controlling risk across various market environments. This strategy includes in-house expertise in individual equities and fixed income, with a history of outperforming appropriate benchmarks.
With nearly 40 years of experience, Baird Trust has established itself as one of the largest state-chartered trust companies in Kentucky, managing over $17 billion in client assets. Their comprehensive services and commitment to client relationships have made them a trusted partner for families seeking to protect, grow, and transfer their wealth in alignment with their values and vision for the future.
Requirements
- Focus on ultra-high-net-worth individuals, families, and business owners
- Interest in comprehensive wealth management and family office services
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- ABC Technologies
- XYZ Healthcare
- LMN Financial Services
- PQR Consumer Goods
- STU Energy
- VWX Industrial
- YZA Materials
- BCD Telecommunications
- EFG Media
- HIJ Real Estate
- KLM Retail
- NOP Transportation
- QRS Utilities
- TUV Education
- WXY Agriculture
Mentioned In
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$49.95
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$14.95
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$24.95
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$19.95
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$24.95
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