Arti Batra joined Robert W. Baird & Co. in 2020 as a Senior Estate Planner for Baird’s Private Wealth Management Group.
Prior to joining Baird, she spent the last decade assisting clients and their families achieve their estate planning goals. Her practice was largely focused on comprehensive estate planning, including tax planning for high net worth individuals, wealth transfer planning, estate and succession planning for business owners and advising clients on asset protection strategies. She has also been a regular seminar presenter on estate planning topics throughout the metropolitan Detroit area.
Her approach has always centered around educating clients. Additionally, she promotes the philosophy that estate planning is best accomplished when a client’s financial advisor and tax professional is involved in the process.
Arti received her J.D. from Wayne State University and graduated from the University of Michigan. She is a member of the Financial and Estate Planning Council of Metro Detroit, the State Bar of Michigan and the Probate and Estate Planning section of the State Bar. She also holds a Series 65 license.