Family Wealth Advisors | Cushner Caillier White Group

Live for Today, Let Us Worry About Tomorrow: Your Partner in Wealth Management.

The Family Wealth Advisor

Our team specializes in the management of complex family dynamics. We understand legacy considerations which allows us to provide exceptional, elevated service to you and your family.

A Tailored Approach

At Baird, our commitment to our clients is our competitive advantage. In addition to our expansive internal resources, we also collaborate with external strategic partners, such as family CPAs and attorneys to provide structure and coordinate decisions.

Multi-Generational

As Family Wealth Advisors, we have an established history in customizing solutions for ultra-high-net-worth families with complex needs. We navigate the nuances of family wealth by collaborating with generations to provide a vital continuity of service.

Extensive Resources to Support Your Unique Needs

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:

Expertise in administration of revocable and irrevocable trusts, retirement accounts, charitable trusts, and private foundations.

Expert guidance for business transitions (business sales, acquisitions, ESOPs, and more) with comprehensive, detailed exit plans for long-term financial security.

Leading middle-market investment bank with M&A advisement, equity capital markets, capital advisement and restructuring.

Dedicated to helping lower-middle-market companies succeed in the global marketplace with Global Private Equity and US Venture Capital platforms.

How To Talk With Your Family About Wealth

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

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Helping Your Children Prepare for an Inheritance

Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.

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Discover what working with a Family Wealth Advisor can do for you:

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