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Corporate & Executive Services
About Corporate & Executive Services
Corporate Services
Executive Services
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July 23, 2008 |
Corporate & Executive Services (CES) assembles teams of financial experts to work with our clients' other professional advisors (attorneys, accountants, etc.) as needed in building, managing, and preserving financial assets through comprehensive investment services tailored to the needs of the corporate executive. We offer expertise in guiding clients through the maze of regulatory issues and financial choices facing them today. We offer our clients strategic advice that is incisive, comprehensive, and objective. William Blair & Company's competitive advantage in CES is the ability to build long-term and integrated financial advisory relationships with individuals, families, and businesses. The basic business of CES is not the sale of financial products, but rather devising customized solutions and strategies based on detailed knowledge of our clients' circumstances. We help clients evaluate their choices and structure complex portfolios to maximize value. When we collaborate with our clients in this way, we strengthen our level of understanding and our long-term value to them. Also visit Financial Planning | ![]() CPA Wealth Provider recognized William Blair & Company's Corporate & Executive Services with an honorable mention in the magazine's 4th Annual Financial Planning Awards issue. The magazine cited Corporate & Executive Services for its work with the firm’s financial advisors to guide "corporate-executive clients through financial choices and regulatory issues facing them today." |
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