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Family Wealth

As Family Wealth Advisors, we help families with generational wealth navigate complexity and build a legacy that lasts.

Designed for clients with investable assets of $10m+

Families with generational wealth face unique challenges and complexities. In order to address these challenges and uncover opportunities, a team-based approach is essential. Thus, we work proactively with existing advisors, and when additional resources are needed, we leverage our extensive network to bring the right experts to the table. The result is a coordinated team with a common goal of optimizing the client's financial life.

Backed by the resources of Baird Family Wealth, our team has access to a full suite of in-house capabilities and solutions. To learn more about Baird's Family Wealth division, please visit our Baird Family Wealth page.

Investment<br/>Management

Investment
Management

Customized, tax-efficient portfolio construction in accordance with client’s cash flow needs and holistic financial plan. Includes discretionary accounts, private investments, and alternatives.

Wealth<br/>Planning

Wealth
Planning

Maximize efficiency and effectiveness of advanced planning strategies. Common areas of focus include income tax planning, legacy planning, asset protection, charitable giving, and business succession planning.

Family Dynamics &#38; Wellbeing

Family Dynamics & Wellbeing

Foster cross-generational dialogue and educate younger generations.  Offer peace of mind and improved wellbeing through services such as cybersecurity, private aviation, travel planning, and healthcare consulting.

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Beau Burns

Beau Burns, CFP®, CPWA®

Gillette Burns

J. Gillette Burns, CFP®, CPWA®