Families

There was a time when successful professionals, recognizing the importance of sound financial planning for their businesses, trusted a “family office” to handle their personal investment matters and provide guidance on financial matters. As employee owners at an independent firm, we understand the sense of responsibility and desire for financial security that these individuals still have today. That is why we are particularly gratified that, when it comes to their families, many business owners and successful professionals trust us to help them keep their long-term plans aligned with their most important goals.

You Can Expect Us To:

  • Proactively communicate with you on the economy, your investment portfolio, financial planning, and tax laws as they pertain to investments.
  • Manage charitable and retirement distributions.
  • Provide tax efficient wealth distribution planning with a multi-generational focus.
  • Collaborate with your CPA, attorney, and philanthropic advisor to build your comprehensive financial plan.
  • Consistently provide high quality service.
  • Provide financial expertise and advice on your portfolio and financial plan.
  • Ensure your investments fit with your principles, values, and risk tolerance.

 

  

Families

 

 



© The Gervais Group • 1539 West Market Street • Mequon, WI 53092 • (262) 240-3519 or (800) 711-6132

© Robert W. Baird & Co. Incorporated.

Baird financial advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA's BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.
This site is powered by the Northwoods Titan Content Management System