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Wealth Strategies Webinar Series 

Baird Wealth Strategies offers live education and insights on timely wealth management topics. Past webinar topics are posted below to view at your leisure. Please note dates, times and topics are subject to change. 

Passing the Torch | Thoughtful Strategies for Wealth Succession

Passing the Torch | Thoughtful Strategies for Wealth Succession

April 17, 2024 

In this insightful webinar Baird experts discuss the crucial aspects individuals should keep in mind when transferring their wealth. Whether you're planning for the future or currently navigating the complexities of wealth transfer, this presentation provides valuable guidance and expert advice. Our panel of seasoned professionals covered topics including tax implications, estate planning strategies, family dynamics, charitable giving, and more.

About the Speakers 

Scott Grenier, CFP®, AEP®

Scott Grenier, CFP®, AEP®

Manager, Tax & Estate Planning

Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is currently the Manager of Tax & Estate Planning for Baird’s Private Wealth Management Group. Prior to joining Baird in 2010, Scott was responsible for providing financial planning solutions to high-net-worth individuals and families at Cleary Gull, Inc. Scott works with clients and their advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.

Scott graduated from Hamilton College with a Bachelors Degree in Economics and earned a Master of Science in Financial Services Degree from The American College. Scott is an Accredited Estate Planner through the National Association of

Estate Planning & Councils, Chartered Advisor in Philanthropy through The American College and a CFP® Professional. Scott served on the Board of Milwaukee Estate Planning Forum and is a

current member of the Milwaukee Estate Planning Forum, member of the Society of Financial Service Professionals and a member of the Financial Planning Association in Southeastern Wisconsin.

<strong>Robert J. Robes, JD, LLM</strong>

Robert J. Robes, JD, LLM

Director of Wealth Strategists

Bob Robes is a Wealth Strategist based out of Baird’s office in Charleston, South Carolina. Bob works with Financial Advisors to develop customized solutions for complex planning needs of their highest net-worth clients. Bob also works with business owner clients to develop and implement coordinated strategies for the ownership of the client’s business and their personal estate and wealth transfer plans, taking into consideration the personal and business goals and objectives of the business owner and their unique family dynamics. Bob also helps business owners understand external and internal transition solutions consistent with their vision, values and legacy desires.

Jonathan Raymon J.D., CAP, CTFA

Jonathan Raymon J.D., CAP, CTFA

Charitable Solutions Strategist

Johnathan Raymon, J.D., CTFA, CAP is a Senior Vice President and Charitable Solutions Strategist for Baird Trust. He provides trust administration and client service, focusing on charitable trusts and charitable organizations. He has 10 years of experience in the investment industry and holds the Certified Trust and Fiduciary Advisor designation and the Chartered Advisor in Philanthropy (CAP) designation. Jonathan is a member of the American, Kentucky, and Louisville Bar Associations and a member of the Taxation Section of the Louisville Bar Association, previously serving as Chair.