Alternative Investments
PRIVATE CREDIT
Private funds that lend to middle-market privately held companies. Loans are individually negotiated between lenders and borrowers. Private Credit exposure provides the opportunity for enhanced yield relative to public fixed income markets.
PRIVATE EQUITY
Private Funds that invest in the growth of privately held companies. Private Equity exposure provides the opportunity for enhanced returns with a low correlation to public equity markets.
PRIVATE REAL ESTATE
Funds that invest in equity & debt within real estate. Private Real Estate exposure provides direct exposure to real estate returns without needing personal ownership in physical real estate properties.
Advanced Planning
CHARITABLE PLANNING
Developing strategies to accomplish charitable goals tax-efficiently
EDUCATION PLANNING
Ensuring that savings and distributions for college expenses are done appropriately
EQUITY COMPENSATION PLANNING
Managing employer stock compensation tax-efficiently
ESTATE PLANNING
Providing insight into estate plans in collaboration with Baird's in-house attorneys. Allows for efficient collaboration with clients' existing attorney relationships.
INSURANCE PLANNING
Evaluating existing insurance policies to determine if appropriate.
Purchasing new insurance policies when appropriate.
LIQUIDITY SOLUTIONS
Providing access to liquidity through collateral lines of credit
SOCIAL SECURITY PLANNING
Identifying appropriate filing strategies for unique client situations
TAX PLANNING
Working with clients' CPAs to develop strategies focused on long-term tax savings
TRUST PLANNING
Baird Trust Company offers full-service solutions to ensure trusts are managed appropriately including corporate trustee services