The Estes Holland Group offers a bespoke wealth management experience that supports the preservation and growth of multi-generational wealth. In partnership with Baird Family Wealth, we take the time to understand your needs and complex legacy considerations, developing meaningful relationships with you and your family along the way. Our approach focuses on the “why” behind your financial and legacy goals, as we concentrate on what makes your family unique, and how we can best support you across generations.
Once we’ve reached this understanding, we formulate a plan built specifically for you and your family. As a designated Family Wealth Advisor by Baird Family Wealth, our team has undergone a rigorous and intentional program to guide ultra-high-net-worth individuals and their families through significant transitional events and multifaceted opportunities.
How We Work
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
**Our minimum is typically $1million of investable assets but exceptions are made on a case-by-case basis.
Expertise in administration of revocable and irrevocable trusts, retirement accounts, charitable trusts, and private foundations.We create strategies that are tailored to your needs and goals.
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.
Leading middle-market investment bank with M&A advisement, equity capital markets, capital advisement and restructuring.