Private Wealth Management
As one of the last true global partnerships in the industry, William Blair combines the world-class investment resources of a global leader and the high-touch service, stability, and culture of an independent boutique.
billion in client assets
As of March 31, 2023
Client asset disclosures
How We Serve Clients
We focus on empowering you to activate your capital with purpose and precision by drawing on our global resources and rich heritage of uncovering growth investments—and by delivering access to these ideas through customized, integrated wealth management solutions that are singularly focused on your vision of success.
Based on detailed knowledge of our clients, research-driven investment insight, and our financial advisors’ long tenure with the firm, we help high-net-worth individuals and families grow, protect, and manage their wealth.
Our financial advisors build customized portfolios that are designed according to each client’s objectives, risk tolerance, and time frame.Learn more
We work with clients to create comprehensive solutions that address the multifaceted objectives of wealth management.Learn more
A rigorous research process that aims to identify high-quality investments for our clients' portfolios.Learn more
We construct and manage portfolios that are designed to achieve each client’s objectives while mitigating the risks posed by rapidly evolving global markets.Learn more
William Blair’s investment bankers have deep experience guiding family-owned and founder-led businesses through the many decisions involved in growing and selling a company.Learn more
Family Office Solutions
Our top priority is understanding your needs and delivering tailored solutions for the management and coordination of complex situations.Learn more
We provide expert guidance for complex issues while guiding entrepreneurs, business owners, and corporate executives through the challenges and opportunities in managing both their personal wealth and their companies’ finances.
We provide strategic advice and seamless execution of corporate cash management, share repurchase programs, employee stock-option plans, and investment banking services.Learn more
We partner with corporate executives to navigate the challenges and capitalize on the opportunities created by equity-based compensation and securities laws.Learn more
Our investment bankers are 100 percent committed to your organization’s sustained success. By drawing on our deep industry and product experience as well as our dedicated global resources, we provide advisory and financing services that allow you to capitalize on today’s opportunities and anticipate tomorrow’s challenges.Learn more
As a trusted advisor to foundations and other not-for-profits, we provide institutional-caliber investment management and support built on enduring relationships.
By fostering long-term partnerships with organizations and their boards and trustees, we strive to deliver investment expertise to help organizations achieve their mission through all market conditions.
Investment Policy Development
We work closely with foundations, endowments, and other not-for-profit organizations to create clearly defined guidelines governing the management of the organization’s assets.
We have a rigorous research process that aims to identify high-quality investments for our clients' portfolios.
We take a proactive approach to tomorrow’s challenges.
Your Wealth Journey
Here are practical financial suggestions to consider as you or your family anticipate life’s milestones.
The major events in your life—from starting your career to becoming a parent to preparing for that first day of retirement—all present opportunities to take action toward your financial goals. We explore the financial implications of milestone life events and provide practical suggestions for each step of the way to enhance your wealth.
William Blair Tax Resource Center
Tax preparation can be stressful. Let us help you get an early start. On this site you'll have access to a variety of resources, plus our “Did You Know?” section, to help you and your tax professional prepare for the 2023 tax season.See our tax resources
How Can We Help You?
Our advisors create portfolios by building relationships with our clients. Through continuous dialogue between you and your advisor, we provide customized wealth management built on our expertise and your needs.Find a wealth advisor
Business Owners Focus
You put time, energy, and passion into growing your business. Let us help you get to what comes next.Learn more
Form CRS Relationship Summary
View our client relationship summary and other helpful information.Learn more
Recent Private Wealth News
William Blair Expands Private Wealth Teams in San Francisco, Denver
William Blair announced today the expansion of the firm’s Private Wealth Management offices in San Francisco and Denver. Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors, wealth advisors in Denver.Read more
William Blair and National Center for Family Philanthropy Partner for Talk on Today’s Trends in Charitable Giving
William Blair and the National Center for Family Philanthropy (NCFP) partnered to host a meaningful conversation on today’s trends in philanthropy with family foundations from the Denver community, exploring how they can make the greatest impact in a world that is rapidly changing.Read more
Four William Blair Advisors Are Ranked Top in America by Barron’s; Three Teams Make Top 100
William Blair’s John Cultra, Steve Jesanis, Craig Savage, and Tom Wilson were named to Barron’s 2023 Top 100 Financial Advisors in America list released on April 14. In addition, three William Blair wealth management teams were ranked among the top 100 in the nation.Read more
Gary Meyers: Empowering the People Who Power the World
From electrical engineer to chip designer to software CEO, Gary Meyers has had a storied career shaped by his passion for building up young, promising companies to stand the test of time.Read Client Focus article
Alan Handley Is Disrupting the Waste Industry
As the CEO of a leading recycling company, Alan Handley shares how LRS’s recycling operations are driving revenue while reducing Midwest landfill.Read Client Focus article
Amy Sue Lebovitz: Breaking Barriers in a Male-Dominated Industry
After years of perseverance, Lebovitz realizes her dreams of working in the family's logistics company.Read Client Focus article
Meet Our Leaders
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For disclosure information, please visit www.williamblair.com/disclosures