Family Wealth Advisors

Serving the Human Side of Legacy Wealth

The VBC Group offers an unparalleled wealth management experience dedicated to safeguarding and enhancing multi-generational legacies. In partnership with Baird Family Wealth, we provide a level of insight and discretion reserved for families with the most complex and meaningful aspirations.

Working with a Family Wealth Advisors

As a designated Family Wealth Advisor through Baird Family Wealth, our team has completed a rigorous and highly specialized program designed to guide ultra-high-net-worth individuals and their families through significant transitions and complex opportunities. Every step of our process is rooted in trust, discretion, and a commitment to safeguarding your family’s most important priorities. Learn more in the video below:

The Family Wealth Advisor Credential

Generational family wealth management is at the forefront of our intentional, focused credential provided by Baird Family Wealth. That, combined with advanced training on managing the unique complexities of family dynamics and legacy considerations, allows us to provide exceptional, elevated service to you and your family.

A Tailored Approach for You and Your Family

At Baird, we have a client-centered, team-oriented approach. In addition to our expansive internal resources, we also collaborate with external strategic partners you may have, such as family CPAs, attorneys, and other financial professionals to provide the structure and coordinated expertise to manage what matters most.

Multi-Generational Teams for Multi-Generational Families

As Family Wealth Advisors, we have an established history in creating customized solutions for ultra-high-net-worth families with complex needs. Our specialized expertise helps us navigate the nuances of family wealth By collaborating with multiple generations to provide a vital continuity of service to see your legacy realized.

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

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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.