The latest senior appointments, moves and personnel changes in the North American wealth sector.

The Baird Trust Wealth and Family Office, part of the Baird wealth management and financial group since 2019, said yesterday that former Dentons partner Jeremy Gerch (pictured below) has joined as a senior vice president.

Jeremy Gerch

His arrival will strengthen the firm's ability to serve complex, high net worth client relationships, Baird Trust said in a statement.

In his new role, Gerch will work with wealth and family office clients and their outside advisors to manage complex estate planning and trust administration needs. 

Client assets at the organization have nearly tripled from $11 billion to more than $30 billion as of December 31, 2025. Baird Trust, which is headquartered in Louisville, has branch offices in Indiana, Ohio, South Carolina, Tennessee and Wisconsin.

“Jeremy is very highly regarded in Louisville and brings a combination of deep estate and tax planning expertise and practical experience that enhance our ability to serve clients with complex needs,” Yano Touma, MD of wealth and family office, said. 

Eton Advisors
Eton Advisors, a multi-family office based in Chapel Hill, North Carolina, has appointed Molly Baumberger as senior wealth manager and member of the leadership team. She is based in Miami, Florida. 

Baumberger, who has more than two decades of experience advising wealthy families on trust and estate planning, family governance, and fiduciary matters, most recently served as senior vice president and senior relationship manager at a global bank and trust company.

Baumberger earned her bachelor of science in management with a concentration in finance from Tulane University’s A B Freeman School of Business and is a graduate of the ABA National Trust School. She holds the Certified Financial Planner™ designation and is a member and former president and treasurer of the Coral Gables-South Dade Estate Planning Council.

Family Office Partners
Family Office Partners, a boutique multi-family office and advisory platform backed by wealth manager Elevation Point, has appointed Patrick Keller and Andrew C Keller to lead the firm’s expansion in Houston.

The Kellers serve a “significant number” of family office and ultra-high net worth relationships, advising entrepreneurs, business owners, and multigenerational families, FOP said in a statement. The are joining from Inscription Capital.

Family Office Partners is headquartered in Lafayette, Louisiana.