Broker Check

Business Owner Services

We're Invested in your Business 

Business owners and executives represent a large portion of our client base. They focus on the long-term success of their businesses.  We serve their family wealth needs. 

  • We plan around complex issues including succession planning, corporate liquidity, and retirement planning.  Our work simplifies the owner’s decision making process.
  • We ensure your business obligations fit your personal wealth strategy. 
  • We work closely together with your CPAs and attorneys.  Together we ensure your business plan and your personal plan mesh. 
  • We celebrate successful business succession planning.  We appreciate and embrace the work it takes. 

Let’s discuss ways we can help.

ADDITIONAL RESOURCES

Retirement Plan Considerations

With all of the options out there, how can you decide which plan is best for your business?

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Get the Most for Your Business

Key Steps to Prepare your Business for Sale

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Trust and Estate Planning Contacts

Dee Bingham

Dee Bingham, CTFA,  CPWA®

Senior Vice President

(864) 255-4841

dbingham@rwbaird.com

Dee Bingham has over 34 years of experience in the financial services industry, the vast majority of which she has served the unique needs of high-net-worth families and individuals. Before joining Baird, Dee had worked in trust and...

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Lynn Garrick

Lynn Garrick, JD, LLM

Senior Vice President

(864) 255-4842

lgarrick@rwbaird.com

With over 11 years of experience in trust and estate planning, fiduciary administration and transfer tax planning, Lynn assists clients and their families in the development, implementation, and adjustment of wealth transfer strategies...

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