Baird Trust

For 40 years, Baird Trust has provided trust administration, estate settlement, charitable giving and investment management services for a wide array of individual and institutional clients.

Trust Services

Our trust services team strives to ensure your wishes are carried out and your loved ones and charities are provided for.

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Estate Settlement

Estate settlement is the legal process of settling the personal and financial affairs of someone who has died. By serving as executor of your estate, our experienced Estate Settlement team can ensure your assets are distributed per your wishes, with the utmost sensitivity, efficiency, and privacy.

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Charitable Giving

By partnering with Baird Trust, you and your Financial Advisor can make the most of your charitable intentions in a way that's right for you.

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Investment Management

Leveraging our proprietary Core + Satellite approach and a long-term holding philosophy, we can work with you to build an investment portfolio that aims to maximize returns and help you reach your wealth goals.

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Baird Trust provides you with professionals that will help you protect, grow, and transfer your wealth that reflects your values and visions for your future. Don't hesitate to connect with your Baird Financial Advisor with any questions you may have.

Baird Trust Company, a Kentucky state chartered trust company, is owned by Baird Financial Corporation ("BFC") and is affiliated with Robert W. Baird & Co. Incorporated (an SEC-registered broker-dealer and investment adviser), and other operating businesses owned by BFC, including Baird Capital, RiverFront Investment Group, LLC, Greenhouse Funds LLLP, Strategas Securities, LLC and Strategas Asset Management, LLC. All services of Baird Trust are not available in all states.

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