Insights
Our library of white papers, market updates, webinars, and other resources is designed to provide you with actionable intelligence for emerging opportunities.
Our Latest Insights
William Blair Thinking
Personalized Learning to Drive Demand for Tech and Content Providers
Personalized learning pathways and the proliferation of virtual and hybrid learning environments are bringing significant structural changes to edtech.
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Private Wealth Management
Philanthropy in the Age of Constant Disruption
By understanding and embracing new trends that are reshaping the way people give, families can strengthen their philanthropic legacies for generations to come.
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Investment Banking
General Aviation Has Staying Power. So Does M&A Activity Among Fixed Base Operators
A rebound that started in the second half of 2020 portends good things for general aviation and the fixed base operators (FBO) that serve the nation’s airports—even in the face of broader economic headwinds.
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Private Wealth Management
Cybersecurity: A Self Defense Guide
As the world becomes more digitally connected, cybersecurity risks will keep rising.
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Investment Banking
Value-Added Development Partners Play Vital Role Across Consumer Products Spectrum
Powerful macro trends and a growing need for innovation and efficiency are driving demand for value-added partners—resulting in increasing M&A attention.
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Private Wealth Management
Using a Grantor Retained Annuity Trust (GRAT) for Wealth Transfer Purposes
A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
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Private Wealth Management
Thinking Strategically About Charitable Giving
Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.
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Investment Management
Seeking Value
Value investing, says our U.S. value equity team, is like seeking a four-leaf clover in a field of three-leaf clovers. And to do that, they take a particularly collaborative approach.
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Private Wealth Management
Balancing Retirement and Wealth-Transfer Goals
With thoughtful planning and strategic management of their portfolios, investors can successfully balance their retirement and wealth-transfer goals.
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Investment Management
Opportunities in Value Strategies
Following a long period of outperformance for growth, value has had a strong resurgence this year.
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Investment Management
The Current State of Energy
Are there still compelling investment opportunities in energy despite the sector's recent outperformance?
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Investment Management
Data Democratization Driving Efficiency in Financial Services
We hear a lot about democratization—the action of making something accessible to everyone—in public policy. But democratization also applies to data, and we believe advancements in technology will drive change within the financial services industry.
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Private Wealth Management
Asset Allocation: Your Biggest Investment Decision
Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.
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Private Wealth Management
Estate Planning Documents for Your College-Age Children
Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.
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