Wealth Strategists
Within Baird Family Wealth, The Perrini Cain Group can partner with our internal, specialized Wealth Strategists to provide an ultra-customized wealth planning experience to address the unique needs of high net worth and ultra-high net worth clients and their families.
Often Wealth Strategists are credentialed with a JD and / or CPA designation and have decades of experience working with multi-generational families with a complex net worth to seamlessly deliver pre-transaction business planning and multi-generational legacy planning. They have deep expertise across multiple disciplines, including but not limited to working with business owners, corporate executives, and real estate investors.
Our clients can benefit from Wealth Strategist expansive expertise on unique situations including but not limited to the list below.
Trust, Legacy Planning, and Fiduciary Services
- Expert guidance to protect, grow and transfer wealth in ways that reflect your values and vision.
- Customized estate planning that safeguards assets, mitigates tax, and ensures long-term financial support.
- Trust and estate services that carry out your wishes while providing for loved ones and charities.
Tax
Planning
- Partnerships with your tax accountant to reduce tax impacts across your family’s balance sheet.
- Expert guidance for asset and entity structuring, active tax loss selling, debt matching or tracing, and other tax-reduction strategies.
- Customized estate tax analysis to keep up with changing tax laws and policy regulations.
Business Owner
Transition Planning
- Exit planning services with defined objectives and thorough analysis to help craft a comprehensive exit plan.
- Evaluation and strategy for critical transition issues.
- Multi-disciplinary approach works with financial, accounting, legal, and insurance advisors to address all aspects of the transition.
- Implementation of value-enhancing strategies to drive long-term value.
- Custom service that meets your family’s needs, from general planning assistance to more in-depth advisory.