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

wealth advisors

office locations
As of September 30, 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.
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Portfolio Management
Our financial advisors build customized portfolios that are designed according to each client’s objectives, risk tolerance, and time frame.
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Financial Planning
We work with clients to create comprehensive solutions that address the multifaceted objectives of wealth management.
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Investment Research
A rigorous research process that aims to identify high-quality investments for our clients' portfolios.
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Risk Management
We construct and manage portfolios that are designed to achieve each client’s objectives while mitigating the risks posed by rapidly evolving global markets.
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Investment Banking
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.
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Family Office Solutions
Our top priority is understanding your needs and delivering tailored solutions for the management and coordination of complex situations.
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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.
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Corporate Services
We provide strategic advice and seamless execution of corporate cash management, share repurchase programs, employee stock-option plans, and investment banking services.
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Executive Services
We partner with corporate executives to navigate the challenges and capitalize on the opportunities created by equity-based compensation and securities laws.
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Investment Banking
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.
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As a trusted advisor to foundations and other not-for-profits, we provide institutional-caliber investment management and support built on enduring relationships.
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Building 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.
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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.
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Research Analysis
We have a rigorous research process that aims to identify high-quality investments for our clients' portfolios.
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Risk Management
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.
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Business Owners Focus
You put time, energy, and passion into growing your business. Let us help you get to what comes next.
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Form CRS Relationship Summary
View our client relationship summary and other helpful information.
Learn moreRecent Private Wealth News
1935 Wealth Management Team and The Cultra Wealth Management Group Named to Forbes 2023 America’s Top Wealth Management Teams List
Forbes magazine listed 1935 Wealth Management Team and The Cultra Wealth Management Group to its America’s Top Wealth Management teams list released November 7.
Read moreForbes Ranks Five William Blair Wealth Advisors to its 2023 Top Next Generation Wealth Advisors
Forbes magazine recently named William Blair’s Matt Clark, David Dreifuss, Andrew Feichter, Max Kaplan, and Dan Maude to its 2023 Top “Next-Gen” Wealth Advisors Best-In-State list published August 8.
Read moreFive William Blair Colleagues Make Barron’s 2023 Top Women Financial Advisors List
Barron’s named William Blair’s Lindsey Holton, Louise Lane, Carlette McMullan, Sarah Mercurio, and Jackie Moss as America’s top women financial advisors in its annual list released June 16.
Read moreMeet Our Leaders
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For disclosure information, please visit www.williamblair.com/disclosures