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
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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Investment Banking
Leveraged Finance Embarks on a Quarter of Discovery Amidst a Volatile Backdrop
The leveraged finance market embarked on a quarter of discovery as significant macroeconomic and geopolitical headwinds persisted.
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Investment Management
Evaluating Climate Change Critical in ESG Integration
Climate change, if left unchecked, will likely have such widespread implications that it could threaten the stability of the global financial system.
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Equity Research
ESG Insight: Exploring ESG Dynamics Within the Payments Industry
Environmental, social, and governance (ESG) has become a hot topic within both the political and investing world, yet it continues to gain traction as corporations and governments are allocating more resources to the cause.
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Investment Management
Metals of the Future Drive Opportunities in Frontier Markets
Metal exporters in emerging markets may be underappreciated because regulation and consumer preferences are creating demand for clean transportation, and we believe this demand will drive strong growth in copper, aluminum, nickel, cobalt, and lithium.
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Private Wealth Management
Pre- and Post-Transaction Planning Checklist
Proactive pre- and post-transaction wealth planning can affect your strategy as you consider the sale of your business.
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Investment Banking
The Quarterly Rx: Q2 2022 U.S. Biopharma Recap
As the challenging public markets environment persist in biopharma, companies and investors alike are hard pressed to call the bottom.
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William Blair Thinking
Data Democratization Driving Efficiency in Financial Services
With the increased flow of information, sharing data across various mediums is a focus within the financial services industry to improve workflows, enhance decision-making, and provide more personalized solutions for clients.
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Private Wealth Management
Applying for College Financial Aid
What you need to know about applying for financial aid and enhancing your family’s aid eligibility.
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Investment Banking
Consumer Health and Wellness: Compelling Attributes, Powerful Megatrends Make M&A Holistically Attractive
Investors and industry participants can capitalize on compelling market attributes and powerful megatrends with specific value creation frameworks.
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Private Wealth Management
Financial Guide to Settling the Affairs of a Loved One
William Blair’s private wealth events provide a forum for families to explore a variety of wealth management topics for all stages of life.
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Private Wealth Management
State Residency Changes: Tax Implications and Rules
This paper reviews the residency rules for individuals, identifies steps to establish new residency, and addresses residency audits. It also provides an overview of the residency rules for trusts.
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Investment Banking
Auto Dealers Accelerate the Pace of Digital Transformation
Auto dealers are racing to transform their businesses with digital tools designed to drive efficiency and increase customer satisfaction.
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Private Wealth Management
Inspiring Philanthropy Across Generations
For philanthropic families, charitable giving is more than just a way to strengthen their communities and support causes that are dear to their hearts. Philanthropy is a central part of the family’s mission, values, and legacy.
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