Private Wealth Management

Josh Walshe Featured on Citywire Pro Buyer Podcast

Josh Walshe, director, investment research & solutions for William Blair’s consulting services team, was the featured guest on Citywire Pro Buyer’s “PB Pod!” podcast, where he discussed the latest innovations in ETFs and diversification in the AI age.

Our Latest News

Monday, September 14, 2026

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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Thursday, September 10, 2026

Portfolio Management for Business Owners

Learn how William Blair can help you build a diversified, resilient portfolio that evolves alongside your business, personal priorities, and future goals.
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Wednesday, September 9, 2026

The Great Wealth Transfer: Women at the Center of Wealth Stewardship

As trillions of dollars change hands, women are taking on a more central role in managing, preserving, and passing on wealth.
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William Blair Thinking

William Blair Thinking Podcast

William Blair Thinking

Josh Walshe Featured on Citywire Pro Buyer Podcast

Our Latest News

State Residency Changes: Tax Implications and Rules

Portfolio Management for Business Owners

The Great Wealth Transfer: Women at the Center of Wealth Stewardship

Are you sure you want to leave?