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Columbus Location

4215 Worth Avenue,

Suite 200
Columbus, OH 43219

Family Wealth Services

The Perrini Cain Group was one of the first teams to formally expand into Baird Family Wealth. As a designated Family Wealth Advisor, our team has undergone a rigorous and intentional program to guide ultra-high-net-worth individuals and their families through significant transitional events and multifaceted opportunities.  With this exclusive designation our team is able to manage the most complex family situations including, but not limited to, the services below. Backed by Baird’s 100-plus years of wealth management experience, we leverage customized planning capabilities while integrating with a suite of specialized Baird resources, including:  

Trust, Legacy Planning & Fiduciary Services

Trust, Legacy Planning & Fiduciary Services

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Family Meetings & Preparation of Rising Generation

Family Meetings & Preparation of Rising Generation

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Tax Planning

Tax Planning

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Philanthropy

Philanthropy

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Risk & Liability Management

Risk & Liability Management

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Cyber Security

Cyber Security

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