Individuals & Legacy

At Baird, our commitment to our clients is what sets us apart. We partner with our expansive internal resources to provide structure and coordinate decisions for you and your family. We partner with families spanning multiple generations to help them plan and prepare for the future. From establishing a trust, preparing for the next generation, to creating a family office; we can tailor services to match your family’s unique needs.

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.

Timothy M. Steffen, CPA/PFS, CFP®, CPWA®

Director of Tax Planning

Melanie Schmieding, CTFA

Director of Family Wealth

Michael S. Oehler, JD, LLM

Wealth Strategist, Senior Vice President

Mark E. Criner III, J.D.

Vice President Trust Strategist

Resources for You and Your Family

Helping Your Children Prepare for an Inheritance

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

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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.

Learn More

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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