Wealth Management

A well-crafted and dynamic financial plan connects your wealth to your values and goals, providing comfort that you can achieve your objectives.

Social Security can provide helpful income streams during retirement. We evaluate Social Security options and provide enrollment assistance.

We provide proactive income tax planning and tax bracket management, coordination with outside tax counsel and review of tax returns, and ongoing tax-loss harvesting.

When company stock or stock options are part of your compensation package, we help you understand what you own, what it’s worth, and how it impacts 10b5-1 plans, tax management, and diversification.

Together, we’ll devise funding and liquidation strategies to maintain quality of life through retirement, yet also account for legacy, wealth transition, or charitable planning.

We help you manage and mitigate risk exposure through a comprehensive insurance analysis, including pre-retirement health care planning and Medicare options evaluation.

We help manage stock concentration by thoughtfully planning a strategy to sell and diversify your wealth in a tax-efficient manner.

We help create higher education funding strategies for smoother planning and less stress when the time comes.

We carefully construct diversified portfolios composed of asset classes that have low correlations with one another with the intention of enhancing return and reducing volatility.

Our clients’ portfolios are diversified across asset classes as well as within each asset area.

A range of domestic equity strategies across styles, sectors, and market capitalization, plus a broad range of international investment opportunities.

Our flagship private equity real estate strategy is designed to provide income and appreciation, with low correlation to the equity market.

Robust sustainable and responsible investment strategies across various asset classes, plus impact investing that aims to have a positive impact on society and the planet.

We review each of your existing holdings and take the time to transition your portfolio in a tax-efficient and sensible manner.

We utilize sustainable and responsible analysis to mitigate risks while pursuing investing opportunities in the companies performing well, or providing solutions, in these areas.

Our equity and investment-grade fixed income portfolios filter out private prisons, alcohol, tobacco, gambling, adult entertainment, and weapons. Certain strategies are also extraction- and fossil fuel-free.

Impact investing strategies aim to have a positive impact on society and the planet while providing a return on capital.

Bailard directly, as well as with our stakeholder partners, engages with portfolio companies on social and environmental issues.

We work with you to develop family dialogue about shared values and purpose, for example through family meetings and retreats, for your wealth for generations to come.

We help you streamline the complex and technical aspects of wealth transfer and business succession planning, and maintain the trusts and entities you create.

We facilitate conversations about the long-term objectives for the wealth and help the next generation understand their role.

We help you identify your philanthropic mission and develop giving strategies for measurable impact and meaningful family involvement.

Our in-house real estate investment professionals can provide consultation on outside commercial real estate exposure and management.

We help you understand what you own, what it’s worth, and how to exercise your plans in alignment with your broader estate and wealth strategies.

We can help with the development and implementation of Investment Policy Statements, or review your current one, while offering best practices based on our experience.

For clients with specific spending needs, we carefully select an asset mix which, based on our scenario analysis, is projected to deliver the desired return over time.

We partner with your board and finance committee to align the portfolio with the mission and strategic goals of the organization.

We can work with your donors to help facilitate cash or concentrated stock donations.

We can create educational events for our nonprofits’ Board, Committees, or organization members.

We offer competitive fees. We do not receive commissions, markups, or other fees. We do not offer any services that would require additional compensation.